-54.4%
APTV vs EQH
+100.2%
-154.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.9% |
| 7D | -5.0% | +0.7% | -5.7% | -5.3% |
| 30D | -6.1% | +2.8% | -8.9% | -7.3% |
| 3M | -33.0% | +23.1% | -56.1% | -39.3% |
| 6M | -35.2% | +41.4% | -76.6% | -45.6% |
| YTD | -40.1% | +14.3% | -54.4% | -44.4% |
| 1Y | -45.6% | +1.6% | -47.2% | -46.6% |
| 3Y | -54.4% | +102.7% | -157.1% | -67.0% |
| All | -54.4% | +100.2% | -154.6% | -67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling