+42.2%
MAS vs EQH
+26.2%
+16.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.2% | -0.7% | +2.9% |
| 7D | +3.3% | +2.1% | +1.2% | +2.6% |
| 30D | +25.5% | +4.7% | +20.7% | +23.9% |
| 3M | +11.8% | +7.6% | +4.2% | +9.3% |
| 6M | +21.3% | +31.9% | -10.5% | +11.3% |
| YTD | +37.7% | +18.7% | +19.1% | +29.9% |
| All | +42.2% | +26.2% | +16.0% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling