+295.3%
B vs EQH
+226.5%
+68.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.3% | -1.3% |
| 7D | +2.3% | +5.4% | -3.1% | +1.8% |
| 30D | +1.4% | +1.0% | +0.3% | +1.2% |
| 3M | +12.2% | +26.7% | -14.6% | +9.9% |
| 6M | -2.1% | +34.4% | -36.5% | -4.8% |
| YTD | +2.9% | +11.5% | -8.5% | +1.6% |
| 1Y | +55.3% | +0.4% | +54.9% | +54.4% |
| 3Y | +198.7% | +96.5% | +102.2% | +180.4% |
| 5Y | +153.8% | +93.4% | +60.4% | +137.6% |
| All | +295.3% | +226.5% | +68.8% | +224.8% |
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 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