+309.8%
MSCI vs EQX
+244.1%
+65.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.4% |
| 7D | -1.1% | +1.7% | -2.8% | -1.2% |
| 30D | -1.2% | +11.1% | -12.3% | -2.1% |
| 3M | -8.4% | +23.1% | -31.5% | -10.2% |
| 6M | -1.0% | -21.8% | +20.8% | +0.3% |
| YTD | -2.3% | -8.1% | +5.8% | -3.0% |
| 1Y | -1.2% | +29.7% | -30.9% | -5.5% |
| 3Y | +7.9% | +179.9% | -172.0% | -8.0% |
| 5Y | -10.1% | +82.5% | -92.6% | -23.3% |
| All | +309.8% | +244.1% | +65.7% | +310.1% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling