-30.4%
ELAN vs EQH
+102.2%
-132.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | -0.1% | +0.7% |
| 7D | -5.4% | +0.7% | -6.1% | -5.8% |
| 30D | +4.7% | +2.8% | +1.9% | +3.1% |
| 3M | -3.7% | +23.1% | -26.7% | -14.0% |
| 6M | -1.2% | +41.4% | -42.6% | -18.5% |
| YTD | +2.4% | +14.3% | -11.9% | -6.1% |
| 1Y | +23.4% | +1.6% | +21.8% | +19.9% |
| 3Y | +96.7% | +102.7% | -6.0% | +24.8% |
| All | -30.4% | +102.2% | -132.6% | -57.7% |
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