+18.4%
MDLZ vs EQH
+94.3%
-75.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | 0.0% |
| 7D | +1.7% | -1.8% | +3.4% | +1.8% |
| 30D | +1.1% | +2.4% | -1.3% | +0.9% |
| 3M | -1.8% | +26.3% | -28.2% | -4.2% |
| 6M | +12.3% | +35.8% | -23.5% | +8.5% |
| YTD | +18.0% | +12.7% | +5.4% | +16.3% |
| 1Y | +3.8% | +2.5% | +1.4% | +3.3% |
| 3Y | -2.4% | +98.6% | -101.0% | -15.2% |
| 5Y | +18.4% | +101.7% | -83.3% | +1.3% |
| All | +18.4% | +94.3% | -75.9% | +1.3% |
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