-32.6%
AAL vs EQH
+102.2%
-134.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.2% |
| 7D | -0.9% | +0.7% | -1.6% | -1.4% |
| 30D | -12.9% | +2.8% | -15.7% | -14.8% |
| 3M | -11.2% | +23.1% | -34.3% | -24.8% |
| 6M | +17.8% | +41.4% | -23.6% | -10.8% |
| YTD | -15.1% | +14.3% | -29.4% | -24.6% |
| 1Y | +0.5% | +1.6% | -1.1% | -3.1% |
| 3Y | -7.7% | +102.7% | -110.4% | -48.8% |
| All | -32.6% | +102.2% | -134.8% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling