+582.3%
MPC vs EQT
+187.4%
+394.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +3.0% |
| 7D | +2.6% | +0.3% | +2.3% | +2.5% |
| 30D | -12.2% | -0.7% | -11.5% | -12.1% |
| 3M | +20.1% | -2.8% | +22.9% | +20.8% |
| 6M | +60.6% | -6.1% | +66.7% | +63.0% |
| YTD | +150.6% | -0.5% | +151.1% | +149.1% |
| 1Y | +104.7% | -12.1% | +116.8% | +110.9% |
| 3Y | +194.5% | +40.4% | +154.1% | +154.5% |
| 5Y | +582.3% | +167.8% | +414.5% | +391.2% |
| All | +582.3% | +187.4% | +394.9% | +391.2% |
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