-9.6%
AUR vs EQH
+12.7%
-22.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.7% | +4.5% | +2.4% |
| 7D | -8.5% | -3.1% | -5.4% | -6.9% |
| 30D | -29.9% | -2.9% | -27.0% | -28.8% |
| 3M | -39.8% | +3.1% | -42.9% | -41.2% |
| 6M | -38.3% | +21.8% | -60.1% | -46.8% |
| YTD | +4.9% | +13.3% | -8.4% | -6.7% |
| 1Y | -9.6% | +20.1% | -29.8% | -25.4% |
| All | -9.6% | +12.7% | -22.4% | -25.4% |
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 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