+101.0%
CB vs EQH
+94.3%
+6.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.1% |
| 7D | -2.8% | -1.8% | -1.0% | -2.3% |
| 30D | -2.4% | +2.4% | -4.9% | -3.0% |
| 3M | +2.8% | +26.3% | -23.5% | -3.2% |
| 6M | +4.8% | +35.8% | -31.1% | -3.5% |
| YTD | +9.2% | +12.7% | -3.5% | +5.2% |
| 1Y | +22.8% | +2.5% | +20.4% | +21.1% |
| 3Y | +71.1% | +98.6% | -27.5% | +32.5% |
| 5Y | +101.0% | +101.7% | -0.7% | +46.5% |
| All | +101.0% | +94.3% | +6.7% | +46.5% |
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