-48.3%
MUZ vs EQH
+35.8%
-84.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +1.6% | +12.6% | +14.5% |
| 7D | +47.2% | +2.8% | +44.4% | +47.9% |
| 30D | +57.1% | +3.9% | +53.2% | +58.7% |
| 3M | -5.3% | +16.3% | -21.6% | +3.3% |
| All | -48.3% | +35.8% | -84.1% | -26.5% |
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 · Available span rolling