+143.3%
DELL vs EQH
+18.6%
+124.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -9.3% |
| 7D | -24.6% | +2.8% | -27.4% | -25.2% |
| 30D | -32.5% | +3.9% | -36.4% | -33.3% |
| 3M | -20.2% | +16.3% | -36.5% | -23.0% |
| 6M | +76.5% | +37.1% | +39.4% | +64.7% |
| YTD | +198.9% | +20.2% | +178.7% | +197.5% |
| 1Y | +143.3% | +17.9% | +125.4% | +144.0% |
| All | +143.3% | +18.6% | +124.7% | +144.0% |
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