+65.7%
ENTG vs EQH
+18.6%
+47.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.1% | -6.9% |
| 7D | -10.3% | +2.8% | -13.1% | -11.1% |
| 30D | -14.4% | +3.9% | -18.3% | -15.5% |
| 3M | -1.1% | +16.3% | -17.4% | -7.0% |
| 6M | +3.0% | +37.1% | -34.1% | -10.2% |
| YTD | +70.1% | +20.2% | +49.9% | +56.6% |
| 1Y | +65.7% | +17.9% | +47.8% | +53.4% |
| All | +65.7% | +18.6% | +47.1% | +53.4% |
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