-69.0%
AVAV vs EQH
+18.6%
-87.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +1.6% | -9.9% | -9.0% |
| 7D | -10.1% | +2.8% | -12.9% | -11.1% |
| 30D | -18.7% | +3.9% | -22.6% | -20.1% |
| 3M | -33.0% | +16.3% | -49.3% | -37.3% |
| 6M | -37.2% | +37.1% | -74.3% | -46.0% |
| YTD | -53.2% | +20.2% | -73.4% | -56.3% |
| 1Y | -69.0% | +17.9% | -86.9% | -70.7% |
| All | -69.0% | +18.6% | -87.6% | -70.7% |
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