+86.1%
ARM vs EQH
+2.5%
+83.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.4% |
| 7D | +5.5% | +5.5% | 0.0% | +3.1% |
| 30D | -8.2% | +3.2% | -11.4% | -9.5% |
| 3M | -35.9% | +32.5% | -68.5% | -43.3% |
| 6M | +103.1% | +33.7% | +69.4% | +75.6% |
| YTD | +130.6% | +13.4% | +117.2% | +103.0% |
| 1Y | +86.1% | +0.6% | +85.5% | +55.2% |
| All | +86.1% | +2.5% | +83.6% | +55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling