+5.4%
MOD vs EQH
+27.1%
-21.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | +0.8% | +27.0% | +27.5% |
| 7D | +40.4% | +6.5% | +33.9% | +37.2% |
| 30D | -14.0% | +6.1% | -20.1% | -16.0% |
| 3M | -33.3% | +6.2% | -39.6% | -34.9% |
| 6M | -51.4% | +38.1% | -89.5% | -58.1% |
| YTD | +1.6% | +20.2% | -18.6% | -3.2% |
| 1Y | +5.4% | +27.6% | -22.2% | -6.3% |
| All | +5.4% | +27.1% | -21.7% | -6.3% |
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 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