+166.2%
EOG vs EQH
+102.2%
+64.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.5% |
| 7D | +1.5% | +0.7% | +0.8% | +1.3% |
| 30D | +2.9% | +2.8% | +0.1% | +1.9% |
| 3M | +8.7% | +23.1% | -14.4% | +1.5% |
| 6M | +12.9% | +41.4% | -28.5% | -0.3% |
| YTD | +43.8% | +14.3% | +29.6% | +36.2% |
| 1Y | +27.1% | +1.6% | +25.5% | +25.3% |
| 3Y | +25.9% | +102.7% | -76.8% | -8.7% |
| All | +166.2% | +102.2% | +64.0% | +70.8% |
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