+17.7%
ACI vs EQH
+219.2%
-201.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.2% | -1.4% |
| 7D | -7.1% | -1.8% | -5.3% | -6.9% |
| 30D | -4.5% | +2.4% | -6.9% | -4.8% |
| 3M | -22.3% | +26.3% | -48.6% | -24.3% |
| 6M | -28.4% | +35.8% | -64.2% | -31.0% |
| YTD | -29.5% | +12.7% | -42.2% | -30.6% |
| 1Y | -34.2% | +2.5% | -36.7% | -34.6% |
| 3Y | -45.7% | +98.6% | -144.3% | -51.2% |
| 5Y | -40.8% | +101.7% | -142.5% | -47.6% |
| All | +17.7% | +219.2% | -201.5% | +5.0% |
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