-3.5%
BA vs EQH
+93.8%
-97.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -1.2% | +1.1% | -2.3% | -1.8% |
| 30D | -11.3% | -1.1% | -10.2% | -11.0% |
| 3M | -3.8% | +25.0% | -28.8% | -14.2% |
| 6M | -8.3% | +33.9% | -42.1% | -21.5% |
| YTD | -4.9% | +11.6% | -16.5% | -11.4% |
| 1Y | -10.1% | +1.5% | -11.6% | -12.6% |
| 3Y | -2.3% | +96.7% | -99.0% | -37.4% |
| 5Y | -3.5% | +93.9% | -97.4% | -39.9% |
| All | -3.5% | +93.8% | -97.3% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling