+157.0%
MKSI vs EQH
+2.5%
+154.5%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.5% |
| 7D | +1.8% | +5.5% | -3.7% | +0.5% |
| 30D | -16.8% | +3.2% | -20.0% | -17.6% |
| 3M | -21.1% | +32.5% | -53.6% | -27.5% |
| 6M | +10.8% | +33.7% | -22.9% | +0.4% |
| YTD | +63.3% | +13.4% | +49.9% | +56.3% |
| 1Y | +157.0% | +0.6% | +156.4% | +165.2% |
| All | +157.0% | +2.5% | +154.5% | +165.2% |
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