+46.1%
ASML vs EQH
+18.6%
+27.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -3.9% |
| 7D | -10.0% | +2.8% | -12.8% | -10.5% |
| 30D | -19.4% | +3.9% | -23.4% | -20.2% |
| 3M | -12.5% | +16.3% | -28.8% | -16.2% |
| 6M | +8.2% | +37.1% | -28.9% | -1.9% |
| YTD | +40.7% | +20.2% | +20.5% | +30.2% |
| 1Y | +46.1% | +17.9% | +28.2% | +35.5% |
| All | +46.1% | +18.6% | +27.5% | +35.5% |
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