+499.5%
AMDL vs EQH
+3.9%
+495.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.5% | +4.4% |
| 7D | +15.9% | +0.7% | +15.2% | +15.6% |
| 30D | +10.5% | +2.8% | +7.6% | +9.3% |
| 3M | -4.7% | +23.1% | -27.8% | -13.7% |
| 6M | +355.2% | +41.4% | +313.8% | +280.9% |
| YTD | +270.9% | +14.3% | +256.6% | +225.9% |
| 1Y | +499.5% | +1.6% | +497.9% | +407.3% |
| All | +499.5% | +3.9% | +495.6% | +407.3% |
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