+34.6%
MMM vs EQX
+244.1%
-209.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -1.9% |
| 7D | -2.6% | +1.7% | -4.3% | -2.7% |
| 30D | -9.3% | +11.1% | -20.4% | -9.8% |
| 3M | +5.6% | +23.1% | -17.5% | +4.2% |
| 6M | +9.5% | -21.8% | +31.3% | +10.3% |
| YTD | +4.1% | -8.1% | +12.2% | +3.9% |
| 1Y | +9.4% | +29.7% | -20.3% | +7.1% |
| 3Y | +101.0% | +179.9% | -78.9% | +86.2% |
| 5Y | +26.1% | +82.5% | -56.4% | +15.4% |
| All | +34.6% | +244.1% | -209.5% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling