+3,174.0%
MPC vs EQT
+128.7%
+3,045.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +3.9% | -0.8% | +4.7% | +4.1% |
| 30D | +33.8% | +6.6% | +27.1% | +31.4% |
| 3M | +49.9% | +4.4% | +45.5% | +47.8% |
| 6M | +80.9% | -10.5% | +91.4% | +86.2% |
| YTD | +147.4% | +3.7% | +143.7% | +143.4% |
| 1Y | +123.2% | +9.9% | +113.3% | +115.3% |
| 3Y | +171.7% | +35.4% | +136.4% | +139.8% |
| 5Y | +678.6% | +189.2% | +489.4% | +428.9% |
| 10Y | +1,134.0% | +50.7% | +1,083.4% | +831.5% |
| All | +3,174.0% | +128.7% | +3,045.3% | +1,584.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling