+43.1%
MOD vs EQX
+42.9%
+0.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +4.9% |
| 7D | +9.6% | -1.4% | +11.0% | +9.8% |
| 30D | 0.0% | +24.4% | -24.4% | -5.5% |
| 3M | -35.4% | +11.6% | -47.0% | -37.8% |
| 6M | -7.3% | -25.0% | +17.7% | -5.9% |
| YTD | +45.8% | -8.4% | +54.2% | +41.8% |
| 1Y | +43.1% | +43.4% | -0.3% | +24.4% |
| All | +43.1% | +42.9% | +0.2% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling