+2,460.4%
MAR vs EQT
+1,772.8%
+687.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | -0.5% | -2.0% | +1.5% | 0.0% |
| 30D | -4.7% | +1.0% | -5.7% | -4.9% |
| 3M | -15.6% | +4.0% | -19.6% | -16.8% |
| 6M | +1.2% | -11.7% | +12.9% | +3.6% |
| YTD | +7.5% | +2.8% | +4.7% | +5.4% |
| 1Y | +26.6% | +10.0% | +16.6% | +21.6% |
| 3Y | +66.0% | +34.1% | +31.8% | +47.0% |
| 5Y | +154.1% | +195.3% | -41.2% | +72.1% |
| 10Y | +441.9% | +51.6% | +390.3% | +280.6% |
| All | +2,460.4% | +1,772.8% | +687.6% | +727.7% |
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 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