+390.9%
AMD vs EQH
+93.8%
+297.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +14.0% | +1.1% | +12.9% | +13.1% |
| 30D | +11.0% | -1.1% | +12.1% | +11.3% |
| 3M | +9.6% | +25.0% | -15.4% | -5.0% |
| 6M | +157.1% | +33.9% | +123.2% | +110.8% |
| YTD | +143.3% | +11.6% | +131.7% | +122.2% |
| 1Y | +234.4% | +1.5% | +232.9% | +220.9% |
| 3Y | +391.2% | +96.7% | +294.5% | +188.7% |
| 5Y | +390.9% | +93.9% | +297.1% | +198.9% |
| All | +390.9% | +93.8% | +297.1% | +198.9% |
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