+50.5%
MP vs EQX
+73.3%
-22.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.1% | -0.4% | -4.0% |
| 7D | -4.6% | -7.0% | +2.4% | -2.5% |
| 30D | -7.1% | +4.8% | -11.9% | -8.6% |
| 3M | -4.0% | +25.6% | -29.6% | -10.7% |
| 6M | -16.7% | -25.8% | +9.2% | -10.7% |
| YTD | +1.6% | -12.7% | +14.3% | +3.8% |
| 1Y | -17.8% | +14.1% | -31.9% | -21.9% |
| 3Y | +139.6% | +165.7% | -26.2% | +70.3% |
| 5Y | +50.5% | +81.2% | -30.8% | +14.3% |
| All | +50.5% | +73.3% | -22.8% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling