-17.8%
MP vs EQH
+2.6%
-20.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.9% |
| 7D | -4.6% | -1.8% | -2.8% | -4.0% |
| 30D | -7.1% | +2.4% | -9.5% | -8.1% |
| 3M | -4.0% | +26.3% | -30.3% | -13.4% |
| 6M | -16.7% | +35.8% | -52.5% | -27.7% |
| YTD | +1.6% | +12.7% | -11.1% | -6.4% |
| 1Y | -17.8% | +2.5% | -20.3% | -20.7% |
| All | -17.8% | +2.6% | -20.4% | -20.7% |
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