+117.2%
MPC vs EQT
-3.4%
+120.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.2% | -4.9% | -7.1% |
| 7D | -10.9% | -6.6% | -4.3% | -9.1% |
| 30D | -9.4% | +2.7% | -12.1% | -10.2% |
| 3M | +26.0% | -0.2% | +26.1% | +25.6% |
| 6M | +56.5% | -10.6% | +67.1% | +61.5% |
| YTD | +144.3% | -1.2% | +145.4% | +145.8% |
| 1Y | +117.2% | -4.9% | +122.1% | +120.8% |
| All | +117.2% | -3.4% | +120.7% | +120.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling