-4.9%
EQT vs MDY
+17.5%
-22.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.2% |
| 7D | -6.6% | +1.7% | -8.3% | -6.6% |
| 30D | +2.7% | +1.2% | +1.5% | +2.7% |
| 3M | -0.2% | -3.5% | +3.3% | -0.1% |
| 6M | -10.6% | +3.5% | -14.1% | -10.7% |
| YTD | -1.2% | +13.6% | -14.8% | -5.1% |
| 1Y | -4.9% | +17.1% | -21.9% | -11.5% |
| All | -4.9% | +17.5% | -22.3% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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