+38.1%
MNST vs EQH
+2.5%
+35.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | -6.5% | +5.5% | -12.0% | -6.7% |
| 30D | -7.2% | +3.2% | -10.5% | -7.3% |
| 3M | -1.0% | +32.5% | -33.6% | -1.7% |
| 6M | +11.5% | +33.7% | -22.3% | +10.3% |
| YTD | +14.3% | +13.4% | +0.9% | +11.3% |
| 1Y | +38.1% | +0.6% | +37.5% | +33.7% |
| All | +38.1% | +2.5% | +35.7% | +33.7% |
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