-21.9%
DASH vs EQH
+2.6%
-24.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.5% |
| 7D | -9.4% | -1.8% | -7.7% | -8.7% |
| 30D | -5.2% | +2.4% | -7.6% | -6.2% |
| 3M | +33.1% | +26.3% | +6.8% | +19.7% |
| 6M | +18.3% | +35.8% | -17.5% | +2.2% |
| YTD | -11.2% | +12.7% | -23.9% | -19.6% |
| 1Y | -21.9% | +2.5% | -24.4% | -26.3% |
| All | -21.9% | +2.6% | -24.5% | -26.3% |
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