-99.6%
DFNS vs EQH
+18.6%
-118.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.3% | +1.6% | -19.9% | -20.3% |
| 7D | -27.7% | +2.8% | -30.5% | -30.5% |
| 30D | -58.0% | +3.9% | -61.9% | -59.9% |
| 3M | -94.0% | +16.3% | -110.3% | -95.1% |
| 6M | -94.6% | +37.1% | -131.7% | -95.9% |
| YTD | -99.4% | +20.2% | -119.6% | -99.5% |
| 1Y | -99.6% | +17.9% | -117.6% | -99.7% |
| All | -99.6% | +18.6% | -118.3% | -99.7% |
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