+262.0%
MTSI vs EQH
+95.5%
+166.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.1% |
| 7D | +11.1% | +1.1% | +10.0% | +10.5% |
| 30D | -3.7% | -1.1% | -2.6% | -3.4% |
| 3M | -20.2% | +25.0% | -45.3% | -28.0% |
| 6M | +30.8% | +33.9% | -3.1% | +13.1% |
| YTD | +67.0% | +11.6% | +55.5% | +56.6% |
| 1Y | +120.4% | +1.5% | +118.9% | +116.5% |
| All | +262.0% | +95.5% | +166.5% | +150.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling