+374.7%
AMDL vs EQH
+2.5%
+372.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.1% | +10.3% | +9.6% |
| 7D | +4.5% | +5.5% | -1.0% | +2.3% |
| 30D | -4.4% | +3.2% | -7.6% | -5.6% |
| 3M | -30.5% | +32.5% | -63.0% | -39.1% |
| 6M | +300.9% | +33.7% | +267.1% | +245.2% |
| YTD | +219.9% | +13.4% | +206.5% | +182.0% |
| 1Y | +374.7% | +0.6% | +374.1% | +314.0% |
| All | +374.7% | +2.5% | +372.3% | +314.0% |
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