+49.5%
EQT vs MOS
+13.3%
+36.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.5% |
| 7D | -1.2% | +0.5% | -1.7% | -1.4% |
| 30D | +1.1% | +10.9% | -9.8% | -3.1% |
| 3M | +4.8% | +29.2% | -24.4% | -6.3% |
| 6M | -10.6% | -2.3% | -8.3% | -12.3% |
| YTD | +3.4% | +8.3% | -4.9% | -3.6% |
| 1Y | +8.7% | -21.2% | +29.9% | +14.3% |
| 3Y | +35.0% | -25.9% | +60.9% | +40.1% |
| 5Y | +204.2% | -9.4% | +213.6% | +190.2% |
| All | +49.5% | +13.3% | +36.2% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling