+75.1%
EQT vs MDB
+1,032.9%
-957.9%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | +0.3% |
| 7D | -1.2% | -2.8% | +1.6% | -1.0% |
| 30D | +1.1% | -14.9% | +16.0% | +2.0% |
| 3M | +4.8% | +7.3% | -2.6% | +3.8% |
| 6M | -10.6% | +38.2% | -48.8% | -13.4% |
| YTD | +3.4% | -10.9% | +14.4% | +3.0% |
| 1Y | +8.7% | +11.6% | -3.0% | +6.1% |
| 3Y | +35.0% | -0.9% | +35.9% | +29.1% |
| 5Y | +204.2% | -23.5% | +227.8% | +181.7% |
| All | +75.1% | +1,032.9% | -957.9% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling