+123.6%
A vs EQH
+226.9%
-103.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | -4.4% | +1.1% | -5.5% | -4.8% |
| 30D | -2.7% | -1.1% | -1.6% | -2.5% |
| 3M | +7.0% | +25.0% | -18.0% | -1.2% |
| 6M | +24.6% | +33.9% | -9.3% | +11.9% |
| YTD | +7.0% | +11.6% | -4.6% | +1.7% |
| 1Y | +15.6% | +1.5% | +14.1% | +13.0% |
| 3Y | +29.9% | +96.7% | -66.8% | -0.2% |
| 5Y | -15.4% | +93.9% | -109.2% | -35.8% |
| All | +123.6% | +226.9% | -103.2% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling