+1,120.5%
MPC vs EQT
+52.9%
+1,067.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | +1.2% | -1.2% | +2.4% | +1.5% |
| 30D | +17.0% | +1.1% | +15.9% | +16.6% |
| 3M | +49.5% | +4.8% | +44.7% | +47.5% |
| 6M | +83.5% | -10.6% | +94.1% | +88.3% |
| YTD | +144.1% | +3.4% | +140.7% | +140.8% |
| 1Y | +119.6% | +8.7% | +110.9% | +113.5% |
| 3Y | +168.1% | +35.0% | +133.1% | +140.8% |
| 5Y | +671.3% | +204.2% | +467.1% | +452.6% |
| All | +1,120.5% | +52.9% | +1,067.7% | +803.9% |
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 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