+67.5%
ACWI vs EQH
+93.8%
-26.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | 0.0% | +1.1% | -1.1% | -0.4% |
| 30D | -0.6% | -1.1% | +0.5% | -0.4% |
| 3M | +4.3% | +25.0% | -20.8% | -3.7% |
| 6M | +12.7% | +33.9% | -21.2% | +1.1% |
| YTD | +13.9% | +11.6% | +2.3% | +8.5% |
| 1Y | +20.5% | +1.5% | +19.0% | +18.2% |
| 3Y | +76.5% | +96.7% | -20.2% | +31.2% |
| 5Y | +67.5% | +93.9% | -26.3% | +21.8% |
| All | +67.5% | +93.8% | -26.3% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling