+447.1%
ASX vs EQH
+94.3%
+352.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.2% | -3.7% |
| 7D | +6.5% | -1.8% | +8.2% | +7.3% |
| 30D | +3.1% | +2.4% | +0.7% | +1.7% |
| 3M | +17.4% | +26.3% | -8.9% | +4.5% |
| 6M | +85.4% | +35.8% | +49.6% | +57.9% |
| YTD | +150.1% | +12.7% | +137.4% | +131.6% |
| 1Y | +256.3% | +2.5% | +253.8% | +243.9% |
| 3Y | +446.9% | +98.6% | +348.2% | +253.2% |
| 5Y | +447.1% | +101.7% | +345.4% | +250.4% |
| All | +447.1% | +94.3% | +352.8% | +250.4% |
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