+380.0%
CRWD vs EQH
+100.2%
+279.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.7% |
| 7D | -3.0% | +0.7% | -3.7% | -3.3% |
| 30D | -6.8% | +2.8% | -9.6% | -8.1% |
| 3M | +19.6% | +23.1% | -3.5% | +7.1% |
| 6M | +87.1% | +41.4% | +45.7% | +54.4% |
| YTD | +76.4% | +14.3% | +62.2% | +63.0% |
| 1Y | +90.8% | +1.6% | +89.2% | +86.9% |
| 3Y | +380.0% | +102.7% | +277.3% | +242.7% |
| All | +380.0% | +100.2% | +279.7% | +242.7% |
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