+74.8%
ENTG vs EQH
+2.5%
+72.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.6% |
| 7D | +2.8% | +5.5% | -2.7% | +0.5% |
| 30D | -4.7% | +3.2% | -7.9% | -6.2% |
| 3M | -0.7% | +32.5% | -33.3% | -13.7% |
| 6M | +7.7% | +33.7% | -26.0% | -7.5% |
| YTD | +65.1% | +13.4% | +51.6% | +55.5% |
| 1Y | +74.8% | +0.6% | +74.2% | +76.6% |
| All | +74.8% | +2.5% | +72.3% | +76.6% |
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 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