+175.1%
MPC vs EQT
+33.4%
+141.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | +3.2% | -2.0% | +5.2% | +3.8% |
| 30D | +25.0% | +1.0% | +24.0% | +24.7% |
| 3M | +55.2% | +4.0% | +51.1% | +53.4% |
| 6M | +86.4% | -11.7% | +98.1% | +91.9% |
| YTD | +148.5% | +2.8% | +145.6% | +145.8% |
| 1Y | +121.7% | +10.0% | +111.7% | +115.2% |
| All | +175.1% | +33.4% | +141.7% | +146.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling