-40.4%
ACN vs EQH
+100.2%
-140.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.4% | +2.0% | +2.9% |
| 7D | -1.5% | +0.7% | -2.2% | -1.7% |
| 30D | +2.1% | +2.8% | -0.7% | +1.2% |
| 3M | +11.1% | +23.1% | -12.0% | +3.8% |
| 6M | -6.8% | +41.4% | -48.2% | -17.3% |
| YTD | -30.0% | +14.3% | -44.3% | -33.3% |
| 1Y | -23.1% | +1.6% | -24.7% | -24.5% |
| 3Y | -40.4% | +102.7% | -143.1% | -51.0% |
| All | -40.4% | +100.2% | -140.6% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling