+190.8%
EQT vs MKSI
+84.1%
+106.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -2.0% |
| 7D | -2.0% | +2.7% | -4.7% | -2.5% |
| 30D | 0.0% | -12.8% | +12.8% | +2.2% |
| 3M | +5.9% | -22.5% | +28.5% | +9.0% |
| 6M | -14.8% | +19.4% | -34.2% | -20.8% |
| YTD | +1.8% | +67.7% | -66.0% | -13.1% |
| 1Y | +7.4% | +131.4% | -124.1% | -15.8% |
| 3Y | +33.6% | +197.3% | -163.7% | -7.9% |
| All | +190.8% | +84.1% | +106.7% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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