+147.6%
DIA vs EQH
+226.9%
-79.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | -1.2% | +1.1% | -2.3% | -1.6% |
| 30D | -2.7% | -1.1% | -1.6% | -2.4% |
| 3M | +3.3% | +25.0% | -21.7% | -5.2% |
| 6M | +10.4% | +33.9% | -23.4% | -1.7% |
| YTD | +10.0% | +11.6% | -1.6% | +4.3% |
| 1Y | +16.2% | +1.5% | +14.7% | +13.6% |
| 3Y | +58.7% | +96.7% | -38.0% | +17.8% |
| 5Y | +63.6% | +93.9% | -30.3% | +18.5% |
| All | +147.6% | +226.9% | -79.2% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling