+1,726.2%
BE vs EQH
+100.2%
+1,625.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.4% | +5.3% | +5.9% |
| 7D | +9.0% | +0.7% | +8.3% | +8.5% |
| 30D | +16.3% | +2.8% | +13.4% | +14.2% |
| 3M | +10.8% | +23.1% | -12.3% | -2.5% |
| 6M | +73.2% | +41.4% | +31.8% | +39.0% |
| YTD | +217.4% | +14.3% | +203.1% | +187.8% |
| 1Y | +309.8% | +1.6% | +308.2% | +299.6% |
| 3Y | +1,726.2% | +102.7% | +1,623.4% | +693.5% |
| All | +1,726.2% | +100.2% | +1,625.9% | +693.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling