+27.9%
ACN vs EQH
+226.9%
-199.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -6.3% | +1.1% | -7.4% | -6.7% |
| 30D | -1.4% | -1.1% | -0.3% | -1.1% |
| 3M | +2.6% | +25.0% | -22.5% | -6.2% |
| 6M | -14.3% | +33.9% | -48.2% | -24.1% |
| YTD | -33.1% | +11.6% | -44.7% | -36.5% |
| 1Y | -28.8% | +1.5% | -30.3% | -30.2% |
| 3Y | -43.0% | +96.7% | -139.7% | -58.0% |
| 5Y | -44.0% | +93.9% | -137.9% | -59.3% |
| All | +27.9% | +226.9% | -199.0% | -31.2% |
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