-10.9%
MSCI vs EQX
+73.3%
-84.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.8% | -0.9% |
| 7D | -4.7% | -7.0% | +2.3% | -4.2% |
| 30D | -2.2% | +4.8% | -7.0% | -2.6% |
| 3M | -9.7% | +25.6% | -35.3% | -11.5% |
| 6M | +0.3% | -25.8% | +26.1% | +2.0% |
| YTD | -3.5% | -12.7% | +9.3% | -3.8% |
| 1Y | -1.4% | +14.1% | -15.4% | -4.6% |
| 3Y | +6.6% | +165.7% | -159.2% | -9.9% |
| 5Y | -10.9% | +81.2% | -92.1% | -24.0% |
| All | -10.9% | +73.3% | -84.2% | -24.0% |
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