-32.7%
ACI vs EQH
+3.9%
-36.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +3.2% |
| 7D | -3.7% | +0.7% | -4.5% | -3.8% |
| 30D | +0.6% | +2.8% | -2.3% | +0.4% |
| 3M | -20.3% | +23.1% | -43.4% | -20.7% |
| 6M | -24.7% | +41.4% | -66.0% | -25.1% |
| YTD | -27.2% | +14.3% | -41.5% | -26.6% |
| 1Y | -32.7% | +1.6% | -34.3% | -31.3% |
| All | -32.7% | +3.9% | -36.6% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling