+719.8%
MU vs EQH
+2.5%
+717.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.2% |
| 7D | +9.0% | +5.5% | +3.5% | +8.3% |
| 30D | +13.8% | +3.2% | +10.6% | +13.3% |
| 3M | +2.1% | +32.5% | -30.5% | -1.7% |
| 6M | +153.8% | +33.7% | +120.1% | +142.0% |
| YTD | +256.4% | +13.4% | +242.9% | +237.3% |
| 1Y | +719.8% | +0.6% | +719.2% | +693.5% |
| All | +719.8% | +2.5% | +717.3% | +693.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling