+188.9%
AMAT vs EQH
+2.5%
+186.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.5% |
| 7D | -1.5% | +5.5% | -7.0% | -2.4% |
| 30D | -14.8% | +3.2% | -18.0% | -15.4% |
| 3M | -9.3% | +32.5% | -41.8% | -15.7% |
| 6M | +27.4% | +33.7% | -6.4% | +17.6% |
| YTD | +77.6% | +13.4% | +64.1% | +68.3% |
| 1Y | +188.9% | +0.6% | +188.4% | +179.6% |
| All | +188.9% | +2.5% | +186.5% | +179.6% |
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