+21.8%
ADM vs EQH
+100.2%
-78.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | +2.5% | +0.7% | +1.8% | +2.4% |
| 30D | +9.5% | +2.8% | +6.6% | +8.9% |
| 3M | +10.6% | +23.1% | -12.5% | +6.7% |
| 6M | +24.0% | +41.4% | -17.4% | +16.0% |
| YTD | +54.0% | +14.3% | +39.7% | +50.4% |
| 1Y | +45.3% | +1.6% | +43.7% | +45.6% |
| 3Y | +21.8% | +102.7% | -81.0% | +1.9% |
| All | +21.8% | +100.2% | -78.5% | +1.9% |
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