+22.3%
EL vs EQH
+18.6%
+3.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +5.8% |
| 7D | +2.5% | +2.8% | -0.3% | +1.6% |
| 30D | +20.1% | +3.9% | +16.2% | +18.5% |
| 3M | +29.3% | +16.3% | +13.0% | +21.3% |
| 6M | +38.8% | +37.1% | +1.6% | +20.5% |
| YTD | +8.1% | +20.2% | -12.1% | -1.5% |
| 1Y | +22.3% | +17.9% | +4.4% | +11.9% |
| All | +22.3% | +18.6% | +3.7% | +11.9% |
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 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