+136.1%
C vs EQH
+94.3%
+41.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -0.1% |
| 7D | +0.3% | -1.8% | +2.0% | +1.3% |
| 30D | +2.0% | +2.4% | -0.4% | +0.4% |
| 3M | +4.4% | +26.3% | -21.9% | -9.8% |
| 6M | +28.3% | +35.8% | -7.5% | +5.2% |
| YTD | +20.5% | +12.7% | +7.8% | +10.5% |
| 1Y | +45.5% | +2.5% | +43.1% | +40.8% |
| 3Y | +274.0% | +98.6% | +175.4% | +137.9% |
| 5Y | +136.1% | +101.7% | +34.4% | +37.9% |
| All | +136.1% | +94.3% | +41.8% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling