+7.5%
MSCI vs EQX
+168.9%
-161.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | +1.3% |
| 7D | -3.2% | -3.2% | 0.0% | -3.2% |
| 30D | -1.1% | +7.8% | -8.9% | -1.2% |
| 3M | -6.3% | +21.3% | -27.7% | -6.4% |
| 6M | +2.1% | -22.4% | +24.5% | +2.4% |
| YTD | -2.3% | -11.3% | +9.1% | -2.3% |
| 1Y | -3.9% | +13.5% | -17.4% | -4.6% |
| 3Y | +7.5% | +162.1% | -154.7% | +2.9% |
| All | +7.5% | +168.9% | -161.5% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling