-92.7%
MSTU vs EQX
+42.9%
-135.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -1.2% |
| 7D | +21.3% | -1.4% | +22.7% | +23.8% |
| 30D | +90.8% | +24.4% | +66.4% | +65.4% |
| 3M | -6.8% | +11.6% | -18.4% | -11.8% |
| 6M | -39.8% | -25.0% | -14.8% | -29.7% |
| YTD | -55.7% | -8.4% | -47.3% | -52.1% |
| 1Y | -92.7% | +43.4% | -136.1% | -92.1% |
| All | -92.7% | +42.9% | -135.6% | -92.1% |
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