+547.5%
MPC vs EQH
+232.3%
+315.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.9% |
| 7D | +5.4% | +5.5% | -0.1% | +2.1% |
| 30D | +31.0% | +3.2% | +27.7% | +28.2% |
| 3M | +46.0% | +32.5% | +13.5% | +21.9% |
| 6M | +77.3% | +33.7% | +43.6% | +44.2% |
| YTD | +141.9% | +13.4% | +128.5% | +116.3% |
| 1Y | +120.9% | +0.6% | +120.3% | +110.8% |
| 3Y | +182.7% | +95.1% | +87.6% | +64.6% |
| 5Y | +646.4% | +92.7% | +553.8% | +312.5% |
| All | +547.5% | +232.3% | +315.2% | +145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling