+131,933.8%
MSFT vs EQT
+3,004.6%
+128,929.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -1.4% | -0.8% | -0.6% | -1.3% |
| 30D | -1.0% | +6.6% | -7.7% | -2.2% |
| 3M | +20.2% | +4.4% | +15.8% | +19.0% |
| 6M | +21.3% | -10.5% | +31.8% | +23.3% |
| YTD | +2.8% | +3.7% | -1.0% | +1.4% |
| 1Y | 0.0% | +9.9% | -9.9% | -2.8% |
| 3Y | +51.2% | +35.4% | +15.9% | +38.3% |
| 5Y | +71.4% | +189.2% | -117.7% | +28.6% |
| 10Y | +868.6% | +50.7% | +817.9% | +636.6% |
| All | +131,933.8% | +3,004.6% | +128,929.2% | +50,056.3% |
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