+17.9%
EQH vs MTCH
+27.4%
-9.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | +0.6% |
| 7D | +2.8% | -4.4% | +7.2% | +3.7% |
| 30D | +3.9% | -0.3% | +4.2% | +3.4% |
| 3M | +16.3% | -2.0% | +18.3% | +16.1% |
| 6M | +37.1% | +6.4% | +30.7% | +32.1% |
| YTD | +20.2% | +27.3% | -7.1% | +4.8% |
| 1Y | +17.9% | +30.3% | -12.4% | +3.0% |
| All | +17.9% | +27.4% | -9.5% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 1y: compounded portfolio wealth divided by compounded MTCH 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…
1y analysis · Full analysis span regression · 6 months rolling