+2,396.1%
MUU vs EQX
+118.4%
+2,277.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.9% |
| 7D | -8.2% | -3.2% | -5.0% | -6.6% |
| 30D | +10.2% | +7.8% | +2.4% | +5.6% |
| 3M | -26.5% | +21.3% | -47.8% | -33.5% |
| 6M | +227.2% | -22.4% | +249.6% | +249.8% |
| YTD | +527.4% | -11.3% | +538.7% | +525.0% |
| 1Y | +1,843.7% | +13.5% | +1,830.2% | +1,646.0% |
| All | +2,396.1% | +118.4% | +2,277.6% | +1,585.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling