+93.2%
MDLZ vs EQH
+226.5%
-133.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.9% |
| 7D | 0.0% | +5.4% | -5.4% | -0.9% |
| 30D | -1.6% | +1.0% | -2.6% | -1.8% |
| 3M | +0.9% | +26.7% | -25.9% | -3.5% |
| 6M | +7.3% | +34.4% | -27.0% | +1.2% |
| YTD | +16.4% | +11.5% | +5.0% | +13.3% |
| 1Y | +3.0% | +0.4% | +2.5% | +1.9% |
| 3Y | -3.7% | +96.5% | -100.2% | -19.7% |
| 5Y | +15.6% | +93.4% | -77.7% | -5.2% |
| All | +93.2% | +226.5% | -133.3% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling