+602.4%
ATI vs EQH
+230.1%
+372.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.6% | -4.3% |
| 7D | -2.7% | -1.8% | -1.0% | -1.6% |
| 30D | -13.5% | +2.4% | -15.9% | -15.2% |
| 3M | +8.5% | +26.3% | -17.8% | -8.5% |
| 6M | +25.2% | +35.8% | -10.6% | -1.3% |
| YTD | +73.4% | +12.7% | +60.7% | +54.1% |
| 1Y | +160.5% | +2.5% | +158.1% | +145.5% |
| 3Y | +347.3% | +98.6% | +248.7% | +150.1% |
| 5Y | +1,049.0% | +101.7% | +947.3% | +503.7% |
| All | +602.4% | +230.1% | +372.4% | +163.2% |
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 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