-99.9%
AMIX vs EQH
+80.1%
-180.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.6% | -20.6% | -20.2% |
| 7D | -8.1% | -0.5% | -7.6% | -8.0% |
| 30D | -52.3% | +4.4% | -56.6% | -52.8% |
| 3M | -83.8% | +8.8% | -92.6% | -84.2% |
| 6M | -79.0% | +38.1% | -117.1% | -81.3% |
| YTD | -87.2% | +19.7% | -106.8% | -88.2% |
| 1Y | -91.7% | +27.8% | -119.5% | -92.5% |
| All | -99.9% | +80.1% | -180.1% | -100.0% |
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 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