+68.9%
EQH vs AHR
+356.1%
-287.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.6% |
| 7D | +0.7% | -2.1% | +2.8% | +1.1% |
| 30D | +2.8% | +1.9% | +1.0% | +2.3% |
| 3M | +23.1% | +15.7% | +7.4% | +18.7% |
| 6M | +41.4% | +2.5% | +38.9% | +40.1% |
| YTD | +14.3% | +15.0% | -0.8% | +9.6% |
| 1Y | +1.6% | +28.1% | -26.5% | -6.4% |
| All | +68.9% | +356.1% | -287.1% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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