+34.8%
CF vs EQH
+18.6%
+16.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -4.0% |
| 7D | -6.9% | +2.8% | -9.7% | -6.2% |
| 30D | -3.7% | +3.9% | -7.7% | -2.8% |
| 3M | -5.0% | +16.3% | -21.3% | -1.2% |
| 6M | -10.5% | +37.1% | -47.6% | -2.3% |
| YTD | +46.5% | +20.2% | +26.3% | +67.4% |
| 1Y | +34.8% | +17.9% | +16.9% | +54.3% |
| All | +34.8% | +18.6% | +16.2% | +54.3% |
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