+160.3%
EQT vs MOS
-33.6%
+193.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.6% |
| 7D | +6.9% | -2.0% | +8.9% | +7.6% |
| 30D | +0.4% | +15.3% | -14.9% | -5.8% |
| 3M | -2.0% | +1.5% | -3.5% | -4.0% |
| 6M | -5.0% | -2.0% | -3.0% | -6.9% |
| YTD | -0.3% | -6.5% | +6.2% | -3.2% |
| 1Y | -11.3% | -11.1% | -0.2% | -12.4% |
| 3Y | +38.3% | -30.3% | +68.6% | +46.2% |
| All | +160.3% | -33.6% | +193.9% | +175.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling