-99.8%
AMIX vs EQH
+67.8%
-167.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.2% |
| 7D | -3.4% | +5.4% | -8.8% | -4.8% |
| 30D | -54.4% | +1.0% | -55.4% | -54.6% |
| 3M | -45.7% | +26.7% | -72.5% | -50.7% |
| 6M | -49.2% | +34.4% | -83.5% | -54.6% |
| YTD | -60.3% | +11.5% | -71.8% | -62.6% |
| 1Y | -81.4% | +0.4% | -81.8% | -81.6% |
| All | -99.8% | +67.8% | -167.6% | -99.8% |
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 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