+115.0%
APD vs EQH
+234.7%
-119.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.2% |
| 7D | -3.3% | +0.7% | -4.0% | -3.5% |
| 30D | -4.2% | +2.8% | -7.0% | -5.1% |
| 3M | +5.4% | +23.1% | -17.6% | -1.8% |
| 6M | +6.3% | +41.4% | -35.1% | -6.1% |
| YTD | +20.3% | +14.3% | +6.1% | +13.5% |
| 1Y | +1.6% | +1.6% | 0.0% | -0.5% |
| 3Y | +4.0% | +102.7% | -98.7% | -22.0% |
| 5Y | +23.3% | +104.5% | -81.2% | -10.3% |
| All | +115.0% | +234.7% | -119.7% | +21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling