+123.4%
ADI vs EQH
+100.2%
+23.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.4% | +4.2% |
| 7D | +4.6% | +0.7% | +3.8% | +4.2% |
| 30D | -1.2% | +2.8% | -4.0% | -2.6% |
| 3M | -7.8% | +23.1% | -30.9% | -16.9% |
| 6M | +19.3% | +41.4% | -22.1% | -0.6% |
| YTD | +40.9% | +14.3% | +26.7% | +30.3% |
| 1Y | +54.5% | +1.6% | +52.9% | +52.0% |
| 3Y | +123.4% | +102.7% | +20.7% | +56.0% |
| All | +123.4% | +100.2% | +23.2% | +56.0% |
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