+40.4%
MXL vs EQX
+83.7%
-43.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +7.2% |
| 7D | +18.9% | -3.2% | +22.1% | +19.6% |
| 30D | +0.3% | +7.8% | -7.4% | -1.3% |
| 3M | -8.0% | +21.3% | -29.4% | -11.7% |
| 6M | +341.2% | -22.4% | +363.7% | +353.6% |
| YTD | +327.8% | -11.3% | +339.1% | +325.8% |
| 1Y | +364.9% | +13.5% | +351.4% | +340.5% |
| 3Y | +229.2% | +162.1% | +67.1% | +157.6% |
| All | +40.4% | +83.7% | -43.2% | +6.8% |
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