+117.2%
MPC vs EQH
+18.6%
+98.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.7% | -8.0% |
| 7D | -10.9% | +2.8% | -13.7% | -10.8% |
| 30D | -9.4% | +3.9% | -13.3% | -9.2% |
| 3M | +26.0% | +16.3% | +9.6% | +26.9% |
| 6M | +56.5% | +37.1% | +19.4% | +57.9% |
| YTD | +144.3% | +20.2% | +124.0% | +150.3% |
| 1Y | +117.2% | +17.9% | +99.3% | +122.5% |
| All | +117.2% | +18.6% | +98.6% | +122.5% |
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