+148.6%
BLK vs EQH
+234.7%
-86.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.9% |
| 7D | -3.3% | +0.7% | -4.0% | -3.6% |
| 30D | -6.5% | +2.8% | -9.4% | -7.9% |
| 3M | +6.7% | +23.1% | -16.3% | -3.9% |
| 6M | +14.7% | +41.4% | -26.7% | -4.1% |
| YTD | +2.5% | +14.3% | -11.7% | -5.2% |
| 1Y | -2.8% | +1.6% | -4.4% | -5.2% |
| 3Y | +65.9% | +102.7% | -36.9% | +11.6% |
| 5Y | +33.0% | +104.5% | -71.6% | -12.5% |
| All | +148.6% | +234.7% | -86.0% | +20.2% |
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 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