+384.5%
ALAB vs EQH
+54.3%
+330.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +4.0% | +4.0% |
| 7D | +9.6% | +1.1% | +8.5% | +8.9% |
| 30D | -5.3% | -1.1% | -4.2% | -4.7% |
| 3M | -12.0% | +25.0% | -37.1% | -24.8% |
| 6M | +145.7% | +33.9% | +111.8% | +97.3% |
| YTD | +80.7% | +11.6% | +69.1% | +64.6% |
| 1Y | +40.1% | +1.5% | +38.6% | +36.5% |
| All | +384.5% | +54.3% | +330.2% | +329.5% |
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