-3.5%
MSFU vs EQX
+7.1%
-10.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +12.8% | +0.7% | +10.2% |
| 7D | +8.2% | +7.6% | +0.5% | +6.1% |
| 30D | +10.2% | +0.4% | +9.7% | +9.7% |
| 3M | +22.9% | +18.0% | +4.9% | +16.3% |
| 6M | +63.2% | -18.4% | +81.5% | +64.8% |
| YTD | +11.7% | -19.3% | +31.1% | +13.1% |
| 1Y | -3.5% | +9.2% | -12.7% | -9.5% |
| All | -3.5% | +7.1% | -10.6% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling