+504.3%
MUU vs EQX
+7.1%
+497.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +12.8% | -26.8% | -21.0% |
| 7D | -35.9% | +7.6% | -43.5% | -39.3% |
| 30D | -47.1% | +0.4% | -47.6% | -47.8% |
| 3M | -29.8% | +18.0% | -47.8% | -38.2% |
| 6M | +16.0% | -18.4% | +34.4% | +20.6% |
| YTD | +286.1% | -19.3% | +305.4% | +297.8% |
| 1Y | +504.3% | +9.2% | +495.1% | +289.3% |
| All | +504.3% | +7.1% | +497.3% | +289.3% |
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 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