-37.3%
MSTR vs EQH
+40.9%
-78.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -3.0% |
| 7D | -13.4% | +6.5% | -20.0% | -17.1% |
| 30D | -22.1% | +6.1% | -28.2% | -24.6% |
| 3M | +15.0% | +6.2% | +8.7% | +11.6% |
| 6M | -37.3% | +38.1% | -75.4% | -52.0% |
| All | -37.3% | +40.9% | -78.2% | -52.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling