+157.1%
MTZ vs EQX
+164.6%
-7.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.1% | +1.5% | -2.6% |
| 7D | 0.0% | -7.0% | +7.0% | +1.3% |
| 30D | -14.8% | +4.8% | -19.7% | -15.9% |
| 3M | -30.8% | +25.6% | -56.4% | -34.1% |
| 6M | -22.6% | -25.8% | +3.2% | -20.3% |
| YTD | +6.8% | -12.7% | +19.6% | +6.5% |
| 1Y | +22.1% | +14.1% | +8.1% | +16.1% |
| All | +157.1% | +164.6% | -7.5% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling