+47.1%
EQT vs MOS
+12.4%
+34.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.3% |
| 7D | -2.0% | -1.7% | -0.3% | -1.4% |
| 30D | 0.0% | +12.4% | -12.4% | -4.6% |
| 3M | +5.9% | +20.5% | -14.5% | -2.5% |
| 6M | -14.8% | -12.0% | -2.8% | -12.7% |
| YTD | +1.8% | +7.4% | -5.7% | -4.8% |
| 1Y | +7.4% | -22.5% | +29.8% | +13.7% |
| 3Y | +33.6% | -25.5% | +59.1% | +38.3% |
| 5Y | +199.3% | -10.1% | +209.4% | +186.5% |
| All | +47.1% | +12.4% | +34.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded MOS 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling