-70.2%
AAOX vs EQH
+42.2%
-112.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.0% | -9.5% | -7.8% |
| 7D | +5.4% | -1.8% | +7.2% | +4.3% |
| 30D | -47.7% | +2.4% | -50.2% | -46.7% |
| 3M | -78.6% | +26.3% | -104.9% | -73.7% |
| All | -70.2% | +42.2% | -112.4% | -58.4% |
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 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 · Available span rolling