+9.6%
ELAN vs EQH
+12.7%
-3.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.7% | -0.7% | -4.7% |
| 7D | +1.9% | -3.1% | +5.0% | +3.0% |
| 30D | +5.3% | -2.9% | +8.3% | +6.4% |
| 3M | -9.7% | +3.1% | -12.8% | -10.6% |
| 6M | +3.0% | +21.8% | -18.8% | -3.6% |
| YTD | +4.6% | +13.3% | -8.7% | -2.1% |
| 1Y | +9.6% | +20.1% | -10.5% | +1.0% |
| All | +9.6% | +12.7% | -3.1% | +1.0% |
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