+13.5%
AVTR vs EQH
+2.5%
+11.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | -1.1% |
| 7D | +2.7% | +5.5% | -2.8% | +1.2% |
| 30D | +12.1% | +3.2% | +8.8% | +10.9% |
| 3M | +57.2% | +32.5% | +24.7% | +42.7% |
| 6M | +73.1% | +33.7% | +39.3% | +55.0% |
| YTD | +30.6% | +13.4% | +17.2% | +25.2% |
| 1Y | +13.5% | +0.6% | +12.9% | +2.0% |
| All | +13.5% | +2.5% | +11.0% | +2.0% |
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