+2,981.5%
MUU vs EQH
+2.5%
+2,979.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +11.8% |
| 7D | +17.4% | +5.5% | +11.9% | +16.0% |
| 30D | +24.0% | +3.2% | +20.7% | +22.9% |
| 3M | -23.9% | +32.5% | -56.4% | -29.3% |
| 6M | +284.4% | +33.7% | +250.7% | +250.7% |
| YTD | +583.7% | +13.4% | +570.3% | +515.9% |
| 1Y | +2,981.5% | +0.6% | +2,980.9% | +2,826.8% |
| All | +2,981.5% | +2.5% | +2,979.0% | +2,826.8% |
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