-46.9%
ALNY vs EQH
+3.9%
-50.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | -6.5% | +0.7% | -7.3% | -6.6% |
| 30D | +11.0% | +2.8% | +8.2% | +10.6% |
| 3M | -14.1% | +23.1% | -37.2% | -15.9% |
| 6M | -22.4% | +41.4% | -63.8% | -25.5% |
| YTD | -37.5% | +14.3% | -51.7% | -41.6% |
| 1Y | -46.9% | +1.6% | -48.5% | -51.6% |
| All | -46.9% | +3.9% | -50.8% | -51.6% |
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