+2,207.9%
EQT vs MKSI
+2,175.0%
+32.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.0% |
| 7D | -1.2% | +4.9% | -6.1% | -2.1% |
| 30D | +1.1% | -11.0% | +12.1% | +3.0% |
| 3M | +4.8% | -17.1% | +21.9% | +6.4% |
| 6M | -10.6% | +16.4% | -27.0% | -15.5% |
| YTD | +3.4% | +64.3% | -60.8% | -9.0% |
| 1Y | +8.7% | +137.7% | -129.1% | -11.6% |
| 3Y | +35.0% | +189.1% | -154.1% | +1.2% |
| 5Y | +204.2% | +83.1% | +121.1% | +142.1% |
| 10Y | +52.5% | +509.4% | -456.9% | -5.5% |
| All | +2,207.9% | +2,175.0% | +32.9% | +1,088.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling