+21.9%
DOC vs EQH
+27.3%
-5.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | 0.0% | +5.1% | -5.1% | -0.5% |
| 30D | +6.6% | +4.7% | +1.9% | +6.1% |
| 3M | -1.1% | +7.2% | -8.4% | -1.8% |
| 6M | +4.8% | +38.9% | -34.1% | +1.1% |
| YTD | +32.1% | +19.2% | +12.9% | +26.8% |
| 1Y | +21.9% | +25.5% | -3.7% | +16.2% |
| All | +21.9% | +27.3% | -5.5% | +16.2% |
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