+15,819.0%
MA vs EQT
+268.6%
+15,550.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +1.1% |
| 7D | +1.3% | +6.9% | -5.6% | -0.2% |
| 30D | +9.6% | +0.4% | +9.2% | +9.3% |
| 3M | +16.8% | -2.0% | +18.8% | +17.0% |
| 6M | +35.2% | -5.0% | +40.2% | +36.0% |
| YTD | +16.6% | -0.3% | +16.9% | +15.4% |
| 1Y | +19.8% | -11.3% | +31.1% | +21.5% |
| 3Y | +70.7% | +38.3% | +32.4% | +52.3% |
| 5Y | +87.4% | +166.4% | -79.0% | +35.8% |
| 10Y | +570.0% | +62.2% | +507.8% | +372.2% |
| All | +15,819.0% | +268.6% | +15,550.4% | +5,993.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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