+315.5%
ARM vs EQH
+93.2%
+222.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +12.5% | +1.1% | +11.4% | +11.6% |
| 30D | -1.4% | -1.1% | -0.3% | -0.8% |
| 3M | -18.7% | +25.0% | -43.7% | -30.7% |
| 6M | +124.6% | +33.9% | +90.7% | +80.4% |
| YTD | +141.7% | +11.6% | +130.1% | +119.4% |
| 1Y | +87.7% | +1.5% | +86.1% | +80.8% |
| All | +315.5% | +93.2% | +222.3% | +140.5% |
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