+95.5%
AMD vs EQH
+18.6%
+76.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -15.5% | +2.8% | -18.3% | -16.0% |
| 30D | -22.6% | +3.9% | -26.6% | -23.3% |
| 3M | -5.7% | +16.3% | -22.1% | -9.1% |
| 6M | +43.1% | +37.1% | +6.0% | +31.4% |
| YTD | +128.2% | +20.2% | +108.0% | +109.1% |
| 1Y | +95.5% | +17.9% | +77.5% | +79.1% |
| All | +95.5% | +18.6% | +76.9% | +79.1% |
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