+255.9%
BNY vs EQH
+234.7%
+21.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.6% |
| 7D | -1.3% | +0.7% | -2.0% | -1.7% |
| 30D | -0.2% | +2.8% | -3.0% | -1.7% |
| 3M | +14.9% | +23.1% | -8.2% | +3.2% |
| 6M | +40.0% | +41.4% | -1.4% | +16.1% |
| YTD | +42.0% | +14.3% | +27.7% | +30.6% |
| 1Y | +56.9% | +1.6% | +55.3% | +52.3% |
| 3Y | +289.9% | +102.7% | +187.2% | +155.4% |
| 5Y | +259.2% | +104.5% | +154.6% | +130.2% |
| All | +255.9% | +234.7% | +21.2% | +69.8% |
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 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