+38.3%
DD vs EQH
+2.5%
+35.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.4% | +0.7% |
| 7D | -3.5% | +5.5% | -9.0% | -5.1% |
| 30D | -10.3% | +3.2% | -13.6% | -11.3% |
| 3M | -7.5% | +32.5% | -40.1% | -15.4% |
| 6M | -8.0% | +33.7% | -41.7% | -16.1% |
| YTD | +10.5% | +13.4% | -3.0% | +4.0% |
| 1Y | +38.3% | +0.6% | +37.7% | +36.2% |
| All | +38.3% | +2.5% | +35.8% | +36.2% |
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 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