+225.0%
EQH vs MDY
+114.1%
+110.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.3% |
| 7D | +0.7% | -1.9% | +2.6% | +3.2% |
| 30D | +2.8% | -4.6% | +7.5% | +9.6% |
| 3M | +23.1% | -1.2% | +24.3% | +24.8% |
| 6M | +41.4% | +9.2% | +32.2% | +25.1% |
| YTD | +14.3% | +13.1% | +1.2% | -3.4% |
| 1Y | +1.6% | +13.0% | -11.4% | -14.2% |
| 3Y | +102.7% | +49.2% | +53.5% | +18.9% |
| 5Y | +104.5% | +47.2% | +57.3% | +23.1% |
| All | +225.0% | +114.1% | +110.9% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling