+32.3%
EEM vs EQH
+3.9%
+28.4%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +1.0% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | +2.1% | +2.8% | -0.8% | +1.6% |
| 3M | +1.0% | +23.1% | -22.1% | -3.0% |
| 6M | +15.9% | +41.4% | -25.5% | +7.9% |
| YTD | +24.6% | +14.3% | +10.4% | +18.0% |
| 1Y | +32.3% | +1.6% | +30.7% | +25.1% |
| All | +32.3% | +3.9% | +28.4% | +25.1% |
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