+7.1%
CNH vs EQH
+99.4%
-92.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.4% |
| 7D | -2.5% | -1.8% | -0.7% | -1.6% |
| 30D | +27.0% | +2.4% | +24.6% | +25.2% |
| 3M | +32.6% | +26.3% | +6.3% | +16.5% |
| 6M | +23.6% | +35.8% | -12.2% | +3.3% |
| YTD | +47.8% | +12.7% | +35.2% | +35.9% |
| 1Y | +21.3% | +2.5% | +18.8% | +17.1% |
| 3Y | +7.0% | +98.6% | -91.7% | -33.0% |
| All | +7.1% | +99.4% | -92.4% | -36.5% |
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