+66.0%
AMAT vs EQH
+27.3%
+38.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.4% |
| 7D | +19.3% | +5.1% | +14.2% | +17.6% |
| 30D | -17.9% | +4.7% | -22.7% | -18.6% |
| 3M | -30.4% | +7.2% | -37.7% | -31.6% |
| 6M | -11.4% | +38.9% | -50.3% | -20.5% |
| YTD | +48.8% | +19.2% | +29.6% | +40.9% |
| 1Y | +66.0% | +25.5% | +40.5% | +55.6% |
| All | +66.0% | +27.3% | +38.7% | +55.6% |
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