-24.4%
AS vs EQH
+0.8%
-25.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | -2.8% | +1.1% | -3.9% | -3.2% |
| 30D | -23.2% | -1.1% | -22.1% | -22.9% |
| 3M | -20.1% | +25.0% | -45.1% | -27.5% |
| 6M | -18.5% | +33.9% | -52.4% | -28.9% |
| YTD | -25.6% | +11.6% | -37.2% | -31.2% |
| 1Y | -24.4% | +1.5% | -25.9% | -30.5% |
| All | -24.4% | +0.8% | -25.2% | -30.5% |
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 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