+16.9%
AEP vs EQH
+3.9%
+13.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.1% |
| 7D | -0.9% | +0.7% | -1.7% | -0.9% |
| 30D | -1.1% | +2.8% | -3.9% | -1.0% |
| 3M | -3.3% | +23.1% | -26.4% | -2.7% |
| 6M | -4.6% | +41.4% | -46.0% | -3.4% |
| YTD | +9.4% | +14.3% | -4.8% | +8.8% |
| 1Y | +16.9% | +1.6% | +15.3% | +17.1% |
| All | +16.9% | +3.9% | +13.1% | +17.1% |
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