+98.2%
ABT vs EQH
+230.1%
-131.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.0% |
| 7D | -5.0% | -1.8% | -3.2% | -4.6% |
| 30D | -5.8% | +2.4% | -8.2% | -6.4% |
| 3M | +16.7% | +26.3% | -9.6% | +10.4% |
| 6M | -5.2% | +35.8% | -41.1% | -12.2% |
| YTD | -16.0% | +12.7% | -28.6% | -19.0% |
| 1Y | -18.3% | +2.5% | -20.7% | -19.6% |
| 3Y | +9.2% | +98.6% | -89.4% | -11.7% |
| 5Y | -11.6% | +101.7% | -113.3% | -30.0% |
| All | +98.2% | +230.1% | -131.9% | +21.5% |
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