+213.7%
AMZN vs EQH
+226.9%
-13.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -1.0% | +1.1% | -2.1% | -1.4% |
| 30D | -9.2% | -1.1% | -8.1% | -9.0% |
| 3M | +3.4% | +25.0% | -21.7% | -3.8% |
| 6M | +18.2% | +33.9% | -15.7% | +7.4% |
| YTD | +9.3% | +11.6% | -2.2% | +4.6% |
| 1Y | +5.9% | +1.5% | +4.4% | +3.9% |
| 3Y | +82.6% | +96.7% | -14.1% | +47.7% |
| 5Y | +44.9% | +93.9% | -49.0% | +17.2% |
| All | +213.7% | +226.9% | -13.1% | +118.0% |
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 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