+104.6%
MSI vs EQH
+102.2%
+2.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | -0.8% | +2.8% | -3.6% | -1.5% |
| 3M | +13.9% | +23.1% | -9.1% | +8.1% |
| 6M | +1.3% | +41.4% | -40.0% | -7.5% |
| YTD | +22.3% | +14.3% | +8.0% | +17.3% |
| 1Y | -3.9% | +1.6% | -5.4% | -5.0% |
| 3Y | +69.9% | +102.7% | -32.8% | +29.6% |
| All | +104.6% | +102.2% | +2.3% | +51.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling