+16.9%
A vs EQH
+3.9%
+13.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.5% |
| 7D | -2.6% | +0.7% | -3.3% | -2.7% |
| 30D | -0.9% | +2.8% | -3.7% | -1.3% |
| 3M | +13.6% | +23.1% | -9.5% | +9.6% |
| 6M | +27.8% | +41.4% | -13.6% | +19.5% |
| YTD | +8.6% | +14.3% | -5.6% | +5.4% |
| 1Y | +16.9% | +1.6% | +15.3% | +5.6% |
| All | +16.9% | +3.9% | +13.0% | +5.6% |
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