+307.5%
MSCI vs EQX
+238.5%
+69.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.4% | -3.7% |
| 7D | -2.1% | +3.8% | -5.9% | -2.4% |
| 30D | -1.7% | +9.4% | -11.1% | -2.6% |
| 3M | -8.2% | +16.8% | -25.1% | -9.7% |
| 6M | -2.4% | -23.7% | +21.2% | -1.0% |
| YTD | -2.8% | -9.6% | +6.8% | -3.4% |
| 1Y | -2.7% | +29.1% | -31.8% | -6.9% |
| 3Y | +7.3% | +175.3% | -168.0% | -8.4% |
| 5Y | -11.4% | +77.3% | -88.7% | -24.3% |
| All | +307.5% | +238.5% | +69.0% | +308.4% |
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