-40.5%
AVAV vs EQH
+2.6%
-43.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.0% | +3.5% | +4.1% |
| 7D | -0.1% | -1.8% | +1.7% | +0.6% |
| 30D | -25.0% | +2.4% | -27.4% | -25.6% |
| 3M | -15.0% | +26.3% | -41.3% | -23.0% |
| 6M | -33.6% | +35.8% | -69.4% | -42.5% |
| YTD | -39.2% | +12.7% | -51.9% | -42.0% |
| 1Y | -40.5% | +2.5% | -42.9% | -43.8% |
| All | -40.5% | +2.6% | -43.1% | -43.8% |
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