+49.5%
EQT vs MLM
+209.3%
-159.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.2% | -1.3% | +0.1% | -0.7% |
| 30D | +1.1% | -9.1% | +10.2% | +4.3% |
| 3M | +4.8% | -9.0% | +13.8% | +7.4% |
| 6M | -10.6% | -17.0% | +6.5% | -5.9% |
| YTD | +3.4% | -19.0% | +22.4% | +9.1% |
| 1Y | +8.7% | -18.1% | +26.7% | +13.8% |
| 3Y | +35.0% | +16.7% | +18.3% | +21.3% |
| 5Y | +204.2% | +40.2% | +164.0% | +151.3% |
| All | +49.5% | +209.3% | -159.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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