+67.6%
MA vs EQH
+94.3%
-26.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | -3.5% | -1.8% | -1.7% | -2.9% |
| 30D | +0.7% | +2.4% | -1.7% | -0.3% |
| 3M | +15.8% | +26.3% | -10.5% | +5.8% |
| 6M | +10.2% | +35.8% | -25.6% | -2.7% |
| YTD | -0.5% | +12.7% | -13.2% | -5.9% |
| 1Y | -1.8% | +2.5% | -4.3% | -4.0% |
| 3Y | +38.7% | +98.6% | -59.9% | -1.1% |
| 5Y | +67.6% | +101.7% | -34.1% | +13.3% |
| All | +67.6% | +94.3% | -26.7% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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