-14.1%
CG vs EQH
+18.6%
-32.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +3.6% |
| 7D | +9.4% | +2.8% | +6.6% | +7.8% |
| 30D | +8.7% | +3.9% | +4.8% | +6.4% |
| 3M | -15.0% | +16.3% | -31.3% | -22.5% |
| 6M | -13.2% | +37.1% | -50.3% | -29.1% |
| YTD | -26.2% | +20.2% | -46.4% | -34.3% |
| 1Y | -14.1% | +17.9% | -32.0% | -23.3% |
| All | -14.1% | +18.6% | -32.7% | -23.3% |
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