+87.6%
BB vs EQH
+18.6%
+69.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.6% | +5.4% | +6.6% |
| 7D | -6.8% | +2.8% | -9.6% | -7.3% |
| 30D | -3.5% | +3.9% | -7.5% | -4.3% |
| 3M | -1.2% | +16.3% | -17.6% | -4.6% |
| 6M | +57.0% | +37.1% | +19.9% | +44.8% |
| YTD | +131.1% | +20.2% | +110.9% | +114.4% |
| 1Y | +87.6% | +17.9% | +69.6% | +73.9% |
| All | +87.6% | +18.6% | +69.0% | +73.9% |
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 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