+68.9%
MP vs EQT
+185.3%
-116.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +3.0% | -0.8% | +3.9% | +3.4% |
| 30D | +8.3% | +6.6% | +1.7% | +5.8% |
| 3M | -3.8% | +4.4% | -8.2% | -5.9% |
| 6M | -4.9% | -10.5% | +5.6% | -1.6% |
| YTD | +9.6% | +3.7% | +5.9% | +6.0% |
| 1Y | -11.7% | +9.9% | -21.6% | -17.2% |
| 3Y | +158.5% | +35.4% | +123.1% | +114.0% |
| 5Y | +68.9% | +189.2% | -120.3% | -3.9% |
| All | +68.9% | +185.3% | -116.4% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling