+25.9%
BDX vs EQH
+2.5%
+23.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -1.4% |
| 7D | -2.5% | +5.5% | -8.0% | -3.3% |
| 30D | +8.3% | +3.2% | +5.0% | +7.7% |
| 3M | +24.4% | +32.5% | -8.1% | +19.4% |
| 6M | +9.2% | +33.7% | -24.6% | +4.0% |
| YTD | +22.7% | +13.4% | +9.3% | +20.6% |
| 1Y | +25.9% | +0.6% | +25.3% | +24.0% |
| All | +25.9% | +2.5% | +23.4% | +24.0% |
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