+18.7%
AEM vs EQH
+18.6%
+0.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.6% | +8.1% | +9.3% |
| 7D | +0.2% | +2.8% | -2.6% | -0.4% |
| 30D | +0.1% | +3.9% | -3.9% | -0.8% |
| 3M | +22.1% | +16.3% | +5.8% | +17.8% |
| 6M | +2.4% | +37.1% | -34.7% | -3.4% |
| YTD | +8.9% | +20.2% | -11.3% | +2.1% |
| 1Y | +18.7% | +17.9% | +0.8% | +11.7% |
| All | +18.7% | +18.6% | +0.1% | +11.7% |
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