-4.7%
BN vs EQH
+18.6%
-23.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.3% |
| 7D | +12.0% | +2.8% | +9.2% | +10.6% |
| 30D | +17.0% | +3.9% | +13.1% | +15.0% |
| 3M | -3.2% | +16.3% | -19.5% | -10.0% |
| 6M | -3.9% | +37.1% | -41.0% | -18.0% |
| YTD | -5.6% | +20.2% | -25.8% | -15.0% |
| 1Y | -4.7% | +17.9% | -22.7% | -13.9% |
| All | -4.7% | +18.6% | -23.4% | -13.9% |
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