+504.3%
MUU vs EQH
+18.6%
+485.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.6% | -15.6% | -14.2% |
| 7D | -35.9% | +2.8% | -38.7% | -36.1% |
| 30D | -47.1% | +3.9% | -51.1% | -47.5% |
| 3M | -29.8% | +16.3% | -46.2% | -32.5% |
| 6M | +16.0% | +37.1% | -21.1% | +5.9% |
| YTD | +286.1% | +20.2% | +265.9% | +235.0% |
| 1Y | +504.3% | +17.9% | +486.4% | +418.7% |
| All | +504.3% | +18.6% | +485.7% | +418.7% |
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 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