+15.3%
ENTG vs EQH
+102.2%
-86.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.2% |
| 7D | +1.2% | +0.7% | +0.5% | +0.6% |
| 30D | -12.9% | +2.8% | -15.7% | -14.9% |
| 3M | -3.1% | +23.1% | -26.1% | -18.2% |
| 6M | +21.0% | +41.4% | -20.4% | -9.1% |
| YTD | +67.0% | +14.3% | +52.7% | +46.7% |
| 1Y | +68.6% | +1.6% | +67.0% | +61.8% |
| 3Y | +48.6% | +102.7% | -54.1% | -18.9% |
| All | +15.3% | +102.2% | -86.9% | -33.7% |
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