+156.2%
MPWR vs EQH
+82.2%
+74.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.8% | -4.5% |
| 7D | +16.8% | +6.5% | +10.3% | +12.4% |
| 30D | +11.9% | +6.1% | +5.8% | +8.0% |
| 3M | +2.2% | +6.2% | -4.0% | -2.0% |
| 6M | -15.5% | +38.1% | -53.6% | -33.5% |
| YTD | +54.2% | +20.2% | +34.0% | +31.5% |
| 1Y | +51.5% | +27.6% | +23.9% | +23.1% |
| 3Y | +180.2% | +128.8% | +51.4% | +42.1% |
| All | +156.2% | +82.2% | +74.0% | +42.7% |
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 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