+977.1%
BE vs EQH
+200.1%
+777.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +23.9% | +1.1% | +22.8% | +22.9% |
| 30D | +27.8% | -1.1% | +28.9% | +28.5% |
| 3M | +3.7% | +25.0% | -21.3% | -12.5% |
| 6M | +78.0% | +33.9% | +44.1% | +40.9% |
| YTD | +209.9% | +11.6% | +198.3% | +177.9% |
| 1Y | +389.6% | +1.5% | +388.1% | +364.6% |
| 3Y | +1,730.6% | +96.7% | +1,633.9% | +918.8% |
| 5Y | +1,227.8% | +93.9% | +1,134.0% | +644.3% |
| All | +977.1% | +200.1% | +777.0% | +197.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling