-2.6%
BAX vs EQH
+3.9%
-6.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.0% |
| 7D | -7.9% | +0.7% | -8.6% | -8.1% |
| 30D | -11.7% | +2.8% | -14.5% | -12.4% |
| 3M | +16.2% | +23.1% | -6.9% | +8.5% |
| 6M | +32.0% | +41.4% | -9.4% | +17.0% |
| YTD | +24.7% | +14.3% | +10.5% | +16.9% |
| 1Y | -2.6% | +1.6% | -4.2% | -9.8% |
| All | -2.6% | +3.9% | -6.5% | -9.8% |
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