+1,263.7%
MU vs EQH
+94.3%
+1,169.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.0% | -5.9% | -5.4% |
| 7D | +2.0% | -1.8% | +3.8% | +2.9% |
| 30D | +12.5% | +2.4% | +10.1% | +10.7% |
| 3M | +9.6% | +26.3% | -16.7% | -5.0% |
| 6M | +142.6% | +35.8% | +106.8% | +98.7% |
| YTD | +242.7% | +12.7% | +230.0% | +211.5% |
| 1Y | +599.3% | +2.5% | +596.8% | +567.8% |
| 3Y | +1,308.3% | +98.6% | +1,209.6% | +802.0% |
| 5Y | +1,263.7% | +101.7% | +1,162.0% | +760.6% |
| All | +1,263.7% | +94.3% | +1,169.4% | +760.6% |
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