-4.9%
EQT vs MKC
-18.2%
+13.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.4% | -8.6% | -3.0% |
| 7D | -6.6% | +9.6% | -16.2% | -6.3% |
| 30D | +2.7% | +12.0% | -9.3% | +3.1% |
| 3M | -0.2% | -2.0% | +1.8% | 0.0% |
| 6M | -10.6% | +7.2% | -17.8% | -10.2% |
| YTD | -1.2% | -23.7% | +22.6% | -4.8% |
| 1Y | -4.9% | -18.3% | +13.4% | -7.6% |
| All | -4.9% | -18.2% | +13.4% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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