+424.9%
MAR vs EQT
+52.9%
+372.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -2.1% | -1.2% | -0.9% | -1.9% |
| 30D | -5.7% | +1.1% | -6.7% | -5.8% |
| 3M | -14.6% | +4.8% | -19.4% | -15.3% |
| 6M | +1.3% | -10.6% | +11.9% | +2.5% |
| YTD | +6.7% | +3.4% | +3.3% | +5.5% |
| 1Y | +26.4% | +8.7% | +17.8% | +23.9% |
| 3Y | +64.7% | +35.0% | +29.8% | +54.3% |
| 5Y | +153.1% | +204.2% | -51.2% | +109.6% |
| All | +424.9% | +52.9% | +372.0% | +324.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling