+47.1%
EQT vs MSCI
+634.9%
-587.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.9% |
| 7D | -2.0% | -3.2% | +1.2% | -1.2% |
| 30D | 0.0% | -1.1% | +1.2% | +0.2% |
| 3M | +5.9% | -6.3% | +12.3% | +7.2% |
| 6M | -14.8% | +2.1% | -16.9% | -16.0% |
| YTD | +1.8% | -2.3% | +4.0% | +1.1% |
| 1Y | +7.4% | -3.9% | +11.3% | +6.9% |
| 3Y | +33.6% | +7.5% | +26.2% | +26.6% |
| 5Y | +199.3% | -9.8% | +209.1% | +187.4% |
| All | +47.1% | +634.9% | -587.8% | -36.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling