+6.8%
CNH vs EQH
+97.5%
-90.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.3% |
| 7D | -2.5% | -1.8% | -0.7% | -1.7% |
| 30D | +27.0% | +2.4% | +24.6% | +25.6% |
| 3M | +32.6% | +26.3% | +6.3% | +19.2% |
| 6M | +23.6% | +35.8% | -12.2% | +6.6% |
| YTD | +47.8% | +12.7% | +35.2% | +38.5% |
| 1Y | +21.3% | +2.5% | +18.8% | +18.6% |
| All | +6.8% | +97.5% | -90.7% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling