-92.7%
MSTU vs EQH
+2.5%
-95.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -1.7% |
| 7D | +21.3% | +5.5% | +15.8% | +14.3% |
| 30D | +90.8% | +3.2% | +87.6% | +80.6% |
| 3M | -6.8% | +32.5% | -39.3% | -38.5% |
| 6M | -39.8% | +33.7% | -73.6% | -61.0% |
| YTD | -55.7% | +13.4% | -69.1% | -65.4% |
| 1Y | -92.7% | +0.6% | -93.2% | -93.5% |
| All | -92.7% | +2.5% | -95.1% | -93.5% |
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