+744.9%
MPC vs EQX
+238.5%
+506.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.6% | +2.4% |
| 7D | +3.9% | +3.8% | +0.1% | +3.6% |
| 30D | +33.8% | +9.4% | +24.4% | +32.7% |
| 3M | +49.9% | +16.8% | +33.0% | +47.4% |
| 6M | +80.9% | -23.7% | +104.6% | +83.5% |
| YTD | +147.4% | -9.6% | +157.0% | +145.7% |
| 1Y | +123.2% | +29.1% | +94.1% | +113.3% |
| 3Y | +171.7% | +175.3% | -3.6% | +133.9% |
| 5Y | +678.6% | +77.3% | +601.3% | +576.7% |
| All | +744.9% | +238.5% | +506.5% | +712.5% |
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