+148.3%
ALL vs EQH
+97.5%
+50.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | -4.3% | -1.8% | -2.5% | -3.9% |
| 30D | -3.6% | +2.4% | -6.0% | -4.1% |
| 3M | +13.2% | +26.3% | -13.1% | +7.4% |
| 6M | +22.5% | +35.8% | -13.3% | +13.8% |
| YTD | +22.7% | +12.7% | +10.1% | +19.0% |
| 1Y | +28.3% | +2.5% | +25.9% | +27.3% |
| All | +148.3% | +97.5% | +50.9% | +112.8% |
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