+1,843.7%
MUU vs EQH
+3.9%
+1,839.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.4% |
| 7D | -8.2% | +0.7% | -9.0% | -8.4% |
| 30D | +10.2% | +2.8% | +7.3% | +9.4% |
| 3M | -26.5% | +23.1% | -49.6% | -30.3% |
| 6M | +227.2% | +41.4% | +185.8% | +197.8% |
| YTD | +527.4% | +14.3% | +513.2% | +460.6% |
| 1Y | +1,843.7% | +1.6% | +1,842.1% | +1,612.0% |
| All | +1,843.7% | +3.9% | +1,839.8% | +1,612.0% |
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