-3.0%
MDLN vs EQH
+11.5%
-14.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.7% | +4.3% | -0.9% |
| 7D | +24.2% | -3.1% | +27.4% | +24.7% |
| 30D | +11.8% | -2.9% | +14.8% | +12.2% |
| 3M | +8.4% | +3.1% | +5.3% | +8.2% |
| 6M | -12.3% | +21.8% | -34.1% | -14.2% |
| YTD | -5.3% | +13.3% | -18.7% | -11.2% |
| All | -3.0% | +11.5% | -14.5% | -9.7% |
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