-98.2%
BIYA vs EQH
+18.6%
-116.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.8% | -3.0% |
| 7D | -4.0% | +2.8% | -6.8% | -3.5% |
| 30D | -15.0% | +3.9% | -18.9% | -14.3% |
| 3M | -58.1% | +16.3% | -74.4% | -57.7% |
| 6M | -90.0% | +37.1% | -127.1% | -89.6% |
| YTD | -96.9% | +20.2% | -117.1% | -97.0% |
| 1Y | -98.2% | +17.9% | -116.2% | -98.2% |
| All | -98.2% | +18.6% | -116.8% | -98.2% |
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