+980.2%
ASX vs EQH
+226.5%
+753.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.8% |
| 7D | +6.3% | +5.4% | +0.9% | +3.8% |
| 30D | +6.4% | +1.0% | +5.4% | +5.7% |
| 3M | +13.1% | +26.7% | -13.6% | +1.7% |
| 6M | +90.3% | +34.4% | +55.9% | +65.5% |
| YTD | +149.6% | +11.5% | +138.2% | +133.8% |
| 1Y | +249.2% | +0.4% | +248.8% | +240.1% |
| 3Y | +445.9% | +96.5% | +349.4% | +288.1% |
| 5Y | +477.7% | +93.4% | +384.4% | +308.2% |
| All | +980.2% | +226.5% | +753.7% | +469.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling