+2,423.9%
MUU vs EQH
+28.0%
+2,395.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.0% | -10.3% | -10.3% |
| 7D | +3.6% | -1.8% | +5.3% | +5.2% |
| 30D | +22.3% | +2.4% | +19.9% | +18.5% |
| 3M | -8.2% | +26.3% | -34.5% | -30.4% |
| 6M | +256.3% | +35.8% | +220.5% | +138.5% |
| YTD | +534.4% | +12.7% | +521.7% | +427.5% |
| 1Y | +2,163.5% | +2.5% | +2,161.0% | +2,004.3% |
| All | +2,423.9% | +28.0% | +2,395.9% | +1,965.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling