-2.4%
ALLY vs EQH
+94.3%
-96.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.1% |
| 7D | -3.3% | -1.8% | -1.5% | -2.0% |
| 30D | -4.1% | +2.4% | -6.5% | -5.9% |
| 3M | +1.4% | +26.3% | -24.9% | -15.9% |
| 6M | +14.4% | +35.8% | -21.4% | -11.6% |
| YTD | -4.9% | +12.7% | -17.6% | -15.3% |
| 1Y | +5.5% | +2.5% | +3.1% | +1.1% |
| 3Y | +66.0% | +98.6% | -32.6% | -14.7% |
| 5Y | -2.4% | +101.7% | -104.1% | -49.7% |
| All | -2.4% | +94.3% | -96.6% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling