+457.5%
ASX vs EQH
+97.5%
+360.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.2% | -3.6% |
| 7D | +6.5% | -1.8% | +8.2% | +7.1% |
| 30D | +3.1% | +2.4% | +0.7% | +2.0% |
| 3M | +17.4% | +26.3% | -8.9% | +7.0% |
| 6M | +85.4% | +35.8% | +49.6% | +63.0% |
| YTD | +150.1% | +12.7% | +137.4% | +135.6% |
| 1Y | +256.3% | +2.5% | +253.8% | +248.4% |
| All | +457.5% | +97.5% | +360.1% | +297.2% |
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 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