+2,920.2%
EQT vs MOS
+118.7%
+2,801.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | +0.7% |
| 7D | +6.9% | -2.0% | +8.9% | +7.5% |
| 30D | +0.4% | +15.3% | -14.9% | -4.2% |
| 3M | -2.0% | +1.5% | -3.5% | -3.5% |
| 6M | -5.0% | -2.0% | -3.0% | -6.4% |
| YTD | -0.3% | -6.5% | +6.2% | -1.9% |
| 1Y | -11.3% | -11.1% | -0.2% | -11.7% |
| 3Y | +38.3% | -30.3% | +68.6% | +43.8% |
| 5Y | +166.4% | -33.5% | +199.9% | +180.4% |
| 10Y | +62.2% | -3.3% | +65.5% | +43.8% |
| All | +2,920.2% | +118.7% | +2,801.5% | +2,285.2% |
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