+33.9%
DAL vs EQH
+2.5%
+31.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.3% |
| 7D | +0.1% | +5.5% | -5.4% | -2.5% |
| 30D | -13.9% | +3.2% | -17.2% | -15.4% |
| 3M | +1.1% | +32.5% | -31.5% | -13.1% |
| 6M | +26.2% | +33.7% | -7.5% | +7.2% |
| YTD | +16.4% | +13.4% | +3.0% | +6.9% |
| 1Y | +33.9% | +0.6% | +33.3% | +26.4% |
| All | +33.9% | +2.5% | +31.4% | +26.4% |
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 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