-47.2%
CMCSA vs EQH
+102.2%
-149.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -4.9% | +0.7% | -5.6% | -5.1% |
| 30D | -1.1% | +2.8% | -3.9% | -1.9% |
| 3M | +6.6% | +23.1% | -16.5% | -0.2% |
| 6M | -15.5% | +41.4% | -56.9% | -24.4% |
| YTD | -6.7% | +14.3% | -20.9% | -11.2% |
| 1Y | -15.6% | +1.6% | -17.2% | -16.9% |
| 3Y | -33.7% | +102.7% | -136.4% | -49.2% |
| All | -47.2% | +102.2% | -149.4% | -61.4% |
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