+296.1%
ENTG vs EQH
+230.1%
+66.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.0% | -4.9% | -4.5% |
| 7D | +5.1% | -1.8% | +6.9% | +6.1% |
| 30D | -8.5% | +2.4% | -11.0% | -10.0% |
| 3M | +6.7% | +26.3% | -19.6% | -7.7% |
| 6M | +17.7% | +35.8% | -18.1% | -3.3% |
| YTD | +63.5% | +12.7% | +50.8% | +49.1% |
| 1Y | +73.6% | +2.5% | +71.1% | +67.0% |
| 3Y | +44.6% | +98.6% | -54.1% | -3.9% |
| 5Y | +16.1% | +101.7% | -85.6% | -22.7% |
| All | +296.1% | +230.1% | +66.1% | +96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling