+70.7%
MSFU vs EQX
+287.5%
-216.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.1% |
| 7D | -2.3% | +1.7% | -4.1% | -2.6% |
| 30D | -6.3% | +11.1% | -17.3% | -7.9% |
| 3M | +40.0% | +23.1% | +16.9% | +35.1% |
| 6M | +30.1% | -21.8% | +51.9% | +32.4% |
| YTD | -10.3% | -8.1% | -2.2% | -10.8% |
| 1Y | -19.0% | +29.7% | -48.7% | -23.0% |
| 3Y | +25.8% | +179.9% | -154.1% | +4.4% |
| All | +70.7% | +287.5% | -216.8% | +25.4% |
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