+3.2%
ADBE vs EQH
+230.1%
-226.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -2.7% |
| 7D | -12.9% | -1.8% | -11.2% | -12.4% |
| 30D | -5.6% | +2.4% | -8.1% | -6.5% |
| 3M | +6.6% | +26.3% | -19.7% | -1.8% |
| 6M | -9.6% | +35.8% | -45.4% | -19.2% |
| YTD | -28.9% | +12.7% | -41.6% | -32.4% |
| 1Y | -28.9% | +2.5% | -31.4% | -30.4% |
| 3Y | -55.6% | +98.6% | -154.2% | -65.9% |
| 5Y | -62.2% | +101.7% | -163.9% | -71.4% |
| All | +3.2% | +230.1% | -226.9% | -38.2% |
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