+35.0%
EQT vs MSCI
+7.5%
+27.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | -2.0% | -1.1% | -0.9% | -1.9% |
| 30D | +1.0% | -1.2% | +2.2% | +1.1% |
| 3M | +4.0% | -8.4% | +12.4% | +5.0% |
| 6M | -11.7% | -1.0% | -10.6% | -12.0% |
| YTD | +2.8% | -2.3% | +5.1% | +2.3% |
| 1Y | +10.0% | -1.2% | +11.2% | +9.1% |
| All | +35.0% | +7.5% | +27.5% | +29.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling