-1.1%
MSI vs EQH
+2.5%
-3.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -3.7% | +5.5% | -9.2% | -3.9% |
| 30D | +6.8% | +3.2% | +3.6% | +6.7% |
| 3M | +14.3% | +32.5% | -18.2% | +12.4% |
| 6M | -1.6% | +33.7% | -35.3% | -3.6% |
| YTD | +22.8% | +13.4% | +9.3% | +20.1% |
| 1Y | -1.1% | +0.6% | -1.7% | -2.0% |
| All | -1.1% | +2.5% | -3.6% | -2.0% |
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