+19.2%
ACWI vs EQH
+2.6%
+16.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.0% |
| 7D | -1.9% | -1.8% | -0.2% | -1.6% |
| 30D | -1.3% | +2.4% | -3.7% | -1.8% |
| 3M | +5.0% | +26.3% | -21.3% | +0.2% |
| 6M | +11.7% | +35.8% | -24.1% | +4.6% |
| YTD | +13.0% | +12.7% | +0.3% | +8.5% |
| 1Y | +19.2% | +2.5% | +16.8% | +15.0% |
| All | +19.2% | +2.6% | +16.6% | +15.0% |
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 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