+166.4%
MTZ vs EQH
+95.5%
+70.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | +2.3% | +1.1% | +1.2% | +1.5% |
| 30D | -10.3% | -1.1% | -9.2% | -10.1% |
| 3M | -31.8% | +25.0% | -56.9% | -40.1% |
| 6M | -19.2% | +33.9% | -53.1% | -32.6% |
| YTD | +10.7% | +11.6% | -0.9% | +2.4% |
| 1Y | +37.5% | +1.5% | +36.0% | +34.7% |
| All | +166.4% | +95.5% | +70.9% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling