+127.8%
AAPL vs EQH
+102.2%
+25.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.2% |
| 7D | +3.8% | +0.7% | +3.1% | +3.6% |
| 30D | +9.9% | +2.8% | +7.1% | +8.6% |
| 3M | +12.5% | +23.1% | -10.6% | +3.6% |
| 6M | +27.6% | +41.4% | -13.8% | +10.8% |
| YTD | +22.6% | +14.3% | +8.3% | +15.0% |
| 1Y | +45.0% | +1.6% | +43.4% | +42.0% |
| 3Y | +87.8% | +102.7% | -15.0% | +35.1% |
| All | +127.8% | +102.2% | +25.6% | +59.3% |
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