+21.8%
DOW vs EQH
+3.9%
+17.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.1% |
| 7D | -1.4% | +0.7% | -2.1% | -1.4% |
| 30D | -3.9% | +2.8% | -6.8% | -4.0% |
| 3M | -12.7% | +23.1% | -35.8% | -13.3% |
| 6M | -13.7% | +41.4% | -55.1% | -15.9% |
| YTD | +28.4% | +14.3% | +14.1% | +36.9% |
| 1Y | +21.8% | +1.6% | +20.2% | +32.8% |
| All | +21.8% | +3.9% | +17.9% | +32.8% |
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