+236.7%
BHP vs EQH
+230.1%
+6.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.0% | -6.3% | -5.7% |
| 7D | -3.7% | -1.8% | -2.0% | -3.1% |
| 30D | -0.8% | +2.4% | -3.3% | -2.2% |
| 3M | +7.6% | +26.3% | -18.7% | -2.9% |
| 6M | +20.8% | +35.8% | -15.0% | +4.9% |
| YTD | +50.8% | +12.7% | +38.1% | +40.7% |
| 1Y | +70.9% | +2.5% | +68.5% | +65.3% |
| 3Y | +78.0% | +98.6% | -20.6% | +22.5% |
| 5Y | +113.1% | +101.7% | +11.4% | +40.3% |
| All | +236.7% | +230.1% | +6.7% | +62.5% |
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 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