-4.9%
EQT vs MDB
-8.5%
+3.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -3.2% |
| 7D | -6.6% | -16.5% | +10.0% | -6.5% |
| 30D | +2.7% | -8.6% | +11.3% | +2.7% |
| 3M | -0.2% | -13.6% | +13.4% | 0.0% |
| 6M | -10.6% | +24.1% | -34.6% | -10.1% |
| YTD | -1.2% | -21.8% | +20.6% | -0.9% |
| 1Y | -4.9% | -7.7% | +2.9% | -3.1% |
| All | -4.9% | -8.5% | +3.7% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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