+69.2%
EOG vs EQH
+230.1%
-160.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | +1.0% | -1.8% | +2.8% | +1.9% |
| 30D | +2.8% | +2.4% | +0.4% | +1.2% |
| 3M | +5.9% | +26.3% | -20.4% | -7.1% |
| 6M | +17.1% | +35.8% | -18.8% | -2.8% |
| YTD | +43.9% | +12.7% | +31.3% | +30.6% |
| 1Y | +26.9% | +2.5% | +24.4% | +20.2% |
| 3Y | +23.6% | +98.6% | -75.1% | -23.8% |
| 5Y | +178.1% | +101.7% | +76.4% | +60.8% |
| All | +69.2% | +230.1% | -160.9% | -26.4% |
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 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