+3,045.3%
EQT vs MOS
+155.8%
+2,889.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.2% |
| 7D | +1.1% | +9.5% | -8.4% | -1.4% |
| 30D | +7.7% | +10.4% | -2.7% | +4.6% |
| 3M | +0.2% | +12.9% | -12.7% | -4.0% |
| 6M | -9.5% | +1.2% | -10.7% | -11.5% |
| YTD | +3.8% | +9.3% | -5.5% | -1.1% |
| 1Y | +7.8% | -18.0% | +25.7% | +10.5% |
| 3Y | +30.1% | -29.0% | +59.2% | +35.8% |
| 5Y | +188.6% | -9.6% | +198.2% | +182.2% |
| 10Y | +54.6% | +6.1% | +48.5% | +34.2% |
| All | +3,045.3% | +155.8% | +2,889.5% | +2,303.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling