+35.4%
EQT vs MOS
-21.8%
+57.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.7% |
| 7D | -0.8% | +7.1% | -7.9% | -2.3% |
| 30D | +6.6% | +15.0% | -8.4% | +3.3% |
| 3M | +4.4% | +24.1% | -19.7% | -1.1% |
| 6M | -10.5% | +2.7% | -13.2% | -12.0% |
| YTD | +3.7% | +12.2% | -8.4% | -1.2% |
| 1Y | +9.9% | -16.3% | +26.2% | +13.8% |
| 3Y | +35.4% | -23.3% | +58.6% | +40.3% |
| All | +35.4% | -21.8% | +57.2% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling