-0.7%
CART vs EQH
+1.6%
-2.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.9% |
| 7D | -9.5% | +1.1% | -10.6% | -9.7% |
| 30D | -7.8% | -1.1% | -6.7% | -7.5% |
| 3M | +10.4% | +25.0% | -14.6% | +3.2% |
| 6M | +20.1% | +33.9% | -13.8% | +9.3% |
| YTD | +3.7% | +11.6% | -7.9% | -1.2% |
| All | -0.7% | +1.6% | -2.4% | -5.9% |
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