-3.5%
MSFU vs EQH
+18.6%
-22.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +1.6% | +11.9% | +12.7% |
| 7D | +8.2% | +2.8% | +5.4% | +6.8% |
| 30D | +10.2% | +3.9% | +6.3% | +8.1% |
| 3M | +22.9% | +16.3% | +6.6% | +14.5% |
| 6M | +63.2% | +37.1% | +26.1% | +41.0% |
| YTD | +11.7% | +20.2% | -8.5% | -3.1% |
| 1Y | -3.5% | +17.9% | -21.4% | -16.2% |
| All | -3.5% | +18.6% | -22.1% | -16.2% |
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