+3,837.1%
AMD vs EQH
+232.3%
+3,604.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +5.2% |
| 7D | +2.6% | +5.5% | -2.9% | -0.1% |
| 30D | -0.9% | +3.2% | -4.2% | -2.6% |
| 3M | -8.7% | +32.5% | -41.3% | -20.8% |
| 6M | +136.3% | +33.7% | +102.6% | +102.5% |
| YTD | +123.0% | +13.4% | +109.6% | +106.0% |
| 1Y | +195.2% | +0.6% | +194.6% | +186.8% |
| 3Y | +336.3% | +95.1% | +241.2% | +204.5% |
| 5Y | +334.5% | +92.7% | +241.8% | +206.2% |
| All | +3,837.1% | +232.3% | +3,604.8% | +1,991.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling