+3.3%
BLK vs EQH
+2.5%
+0.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.1% |
| 7D | -3.6% | +5.5% | -9.1% | -5.8% |
| 30D | -1.0% | +3.2% | -4.2% | -2.4% |
| 3M | +10.4% | +32.5% | -22.2% | -2.0% |
| 6M | +8.2% | +33.7% | -25.6% | -4.9% |
| YTD | +6.0% | +13.4% | -7.4% | -0.3% |
| 1Y | +3.3% | +0.6% | +2.8% | +2.0% |
| All | +3.3% | +2.5% | +0.9% | +2.0% |
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