-4.9%
EQT vs MSCI
+17.3%
-22.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.4% | -8.6% | -3.2% |
| 7D | -6.6% | +11.5% | -18.0% | -6.7% |
| 30D | +2.7% | +22.1% | -19.3% | +2.1% |
| 3M | -0.2% | +18.4% | -18.6% | -0.8% |
| 6M | -10.6% | +16.6% | -27.2% | -11.2% |
| YTD | -1.2% | +18.8% | -20.0% | -4.2% |
| 1Y | -4.9% | +19.0% | -23.8% | -5.4% |
| All | -4.9% | +17.3% | -22.1% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling