+61.9%
EBAY vs EQH
+102.2%
-40.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.1% |
| 7D | +4.2% | +0.7% | +3.5% | +3.9% |
| 30D | +5.6% | +2.8% | +2.8% | +4.5% |
| 3M | -1.4% | +23.1% | -24.5% | -8.8% |
| 6M | +18.2% | +41.4% | -23.2% | +3.2% |
| YTD | +24.8% | +14.3% | +10.6% | +17.6% |
| 1Y | +18.0% | +1.6% | +16.4% | +15.7% |
| 3Y | +160.3% | +102.7% | +57.6% | +74.6% |
| All | +61.9% | +102.2% | -40.3% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling