+129.9%
MRK vs EQH
+102.2%
+27.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.7% |
| 7D | -4.3% | +0.7% | -5.0% | -4.3% |
| 30D | +8.3% | +2.8% | +5.4% | +8.0% |
| 3M | +20.0% | +23.1% | -3.0% | +17.5% |
| 6M | +25.7% | +41.4% | -15.7% | +21.1% |
| YTD | +38.7% | +14.3% | +24.5% | +36.4% |
| 1Y | +74.7% | +1.6% | +73.1% | +73.7% |
| 3Y | +45.4% | +102.7% | -57.4% | +32.8% |
| All | +129.9% | +102.2% | +27.7% | +111.5% |
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 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