+2,981.5%
MUU vs EQX
+42.9%
+2,938.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.4% | +14.0% | +13.0% |
| 7D | +17.4% | -1.4% | +18.8% | +18.1% |
| 30D | +24.0% | +24.4% | -0.4% | +7.0% |
| 3M | -23.9% | +11.6% | -35.5% | -30.0% |
| 6M | +284.4% | -25.0% | +309.4% | +303.9% |
| YTD | +583.7% | -8.4% | +592.1% | +554.7% |
| 1Y | +2,981.5% | +43.4% | +2,938.1% | +2,379.7% |
| All | +2,981.5% | +42.9% | +2,938.5% | +2,379.7% |
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