+101.9%
EQH vs MDY
+46.3%
+55.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.4% |
| 7D | +0.7% | -1.9% | +2.6% | +3.0% |
| 30D | +2.8% | -4.6% | +7.5% | +9.0% |
| 3M | +23.1% | -1.2% | +24.3% | +24.7% |
| 6M | +41.4% | +9.2% | +32.2% | +26.2% |
| YTD | +14.3% | +13.1% | +1.2% | -2.1% |
| 1Y | +1.6% | +13.0% | -11.4% | -13.0% |
| 3Y | +102.7% | +49.2% | +53.5% | +24.4% |
| All | +101.9% | +46.3% | +55.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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