+245.5%
ABBV vs EQH
+226.9%
+18.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -4.1% | +1.1% | -5.2% | -4.3% |
| 30D | +1.2% | -1.1% | +2.3% | +1.3% |
| 3M | +12.1% | +25.0% | -12.9% | +7.0% |
| 6M | +12.0% | +33.9% | -21.9% | +5.1% |
| YTD | +12.4% | +11.6% | +0.8% | +9.0% |
| 1Y | +22.9% | +1.5% | +21.4% | +21.2% |
| 3Y | +86.8% | +96.7% | -10.0% | +56.3% |
| 5Y | +181.0% | +93.9% | +87.2% | +129.5% |
| All | +245.5% | +226.9% | +18.6% | +127.8% |
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