+17.7%
MS vs EQH
+27.1%
-9.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.3% |
| 7D | +5.1% | +6.5% | -1.5% | +1.7% |
| 30D | +5.7% | +6.1% | -0.4% | +2.7% |
| 3M | -12.2% | +6.2% | -18.4% | -14.8% |
| 6M | -0.5% | +38.1% | -38.6% | -16.4% |
| YTD | +9.8% | +20.2% | -10.3% | -0.8% |
| 1Y | +17.7% | +27.6% | -9.9% | +3.4% |
| All | +17.7% | +27.1% | -9.3% | +3.4% |
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 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