-11.1%
CHRW vs EQH
+18.6%
-29.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.3% | -0.1% |
| 7D | +4.9% | +2.8% | +2.1% | +4.2% |
| 30D | -4.8% | +3.9% | -8.7% | -5.7% |
| 3M | -13.1% | +16.3% | -29.4% | -16.3% |
| 6M | -16.3% | +37.1% | -53.5% | -24.4% |
| YTD | -15.8% | +20.2% | -36.0% | -20.8% |
| 1Y | -11.1% | +17.9% | -29.1% | -16.2% |
| All | -11.1% | +18.6% | -29.8% | -16.2% |
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