+35.4%
DD vs EQH
+18.6%
+16.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.2% |
| 7D | +8.7% | +2.8% | +5.9% | +7.9% |
| 30D | +15.3% | +3.9% | +11.4% | +14.1% |
| 3M | +5.9% | +16.3% | -10.4% | +1.2% |
| 6M | +11.6% | +37.1% | -25.5% | +1.8% |
| YTD | +26.5% | +20.2% | +6.3% | +15.6% |
| 1Y | +35.4% | +17.9% | +17.5% | +23.7% |
| All | +35.4% | +18.6% | +16.8% | +23.7% |
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 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