+165.2%
MTZ vs EQX
+83.7%
+81.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.3% |
| 7D | +1.4% | -3.2% | +4.6% | +1.9% |
| 30D | -14.5% | +7.8% | -22.2% | -15.8% |
| 3M | -32.9% | +21.3% | -54.3% | -35.3% |
| 6M | -20.8% | -22.4% | +1.6% | -18.9% |
| YTD | +10.6% | -11.3% | +21.9% | +10.4% |
| 1Y | +27.1% | +13.5% | +13.6% | +21.9% |
| 3Y | +166.1% | +162.1% | +4.0% | +119.9% |
| All | +165.2% | +83.7% | +81.6% | +103.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling