+1,171.8%
MPC vs EQT
+62.0%
+1,109.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | +0.2% |
| 7D | +11.2% | +6.9% | +4.3% | +9.4% |
| 30D | -14.5% | +0.4% | -14.9% | -14.6% |
| 3M | +16.7% | -2.0% | +18.7% | +17.1% |
| 6M | +67.6% | -5.0% | +72.5% | +69.2% |
| YTD | +157.9% | -0.3% | +158.2% | +156.5% |
| 1Y | +116.7% | -11.3% | +128.0% | +121.7% |
| 3Y | +199.8% | +38.3% | +161.4% | +167.8% |
| 5Y | +604.4% | +166.4% | +438.1% | +423.4% |
| All | +1,171.8% | +62.0% | +1,109.7% | +821.0% |
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