-12.2%
BKNG vs EQH
+19.6%
-31.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.6% | +8.2% | +9.1% |
| 7D | +15.6% | +2.8% | +12.8% | +14.3% |
| 30D | +8.0% | +3.9% | +4.1% | +6.2% |
| 3M | -11.8% | +16.3% | -28.1% | -17.5% |
| 6M | +3.8% | +37.1% | -33.3% | -9.9% |
| YTD | -19.6% | +20.2% | -39.8% | -26.0% |
| All | -12.2% | +19.6% | -31.8% | -20.8% |
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