-12.7%
CMCSA vs EQH
+2.5%
-15.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.4% |
| 7D | -2.1% | +5.5% | -7.6% | -2.9% |
| 30D | +7.0% | +3.2% | +3.8% | +6.5% |
| 3M | +15.1% | +32.5% | -17.5% | +10.5% |
| 6M | -15.4% | +33.7% | -49.1% | -18.7% |
| YTD | -1.9% | +13.4% | -15.3% | -4.4% |
| 1Y | -12.7% | +0.6% | -13.3% | -16.0% |
| All | -12.7% | +2.5% | -15.2% | -16.0% |
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