+44.2%
EOG vs EQH
+18.6%
+25.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.8% | -4.9% |
| 7D | -8.6% | +2.8% | -11.4% | -8.1% |
| 30D | +2.8% | +3.9% | -1.2% | +3.6% |
| 3M | +3.2% | +16.3% | -13.2% | +6.5% |
| 6M | +5.3% | +37.1% | -31.8% | +11.3% |
| YTD | +44.5% | +20.2% | +24.3% | +54.3% |
| 1Y | +44.2% | +17.9% | +26.2% | +54.0% |
| All | +44.2% | +18.6% | +25.5% | +54.0% |
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