+358.3%
DELL vs EQH
+3.9%
+354.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.4% | +10.6% | +11.7% |
| 7D | +8.2% | +0.7% | +7.5% | +8.1% |
| 30D | +17.1% | +2.8% | +14.3% | +16.1% |
| 3M | +45.2% | +23.1% | +22.1% | +40.8% |
| 6M | +286.8% | +41.4% | +245.4% | +266.3% |
| YTD | +354.8% | +14.3% | +340.5% | +352.5% |
| 1Y | +358.3% | +1.6% | +356.7% | +314.0% |
| All | +358.3% | +3.9% | +354.4% | +314.0% |
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