+601.0%
MPC vs EQH
+82.2%
+518.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | +11.2% | +6.5% | +4.7% | +8.9% |
| 30D | -14.5% | +6.1% | -20.6% | -16.4% |
| 3M | +16.7% | +6.2% | +10.4% | +13.9% |
| 6M | +67.6% | +38.1% | +29.5% | +47.5% |
| YTD | +157.9% | +20.2% | +137.8% | +137.6% |
| 1Y | +116.7% | +27.6% | +89.1% | +94.2% |
| 3Y | +199.8% | +128.8% | +71.0% | +103.1% |
| All | +601.0% | +82.2% | +518.8% | +420.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling