+1.6%
EQH vs ALC
-14.7%
+16.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.6% |
| 7D | +0.7% | -6.3% | +7.1% | +2.8% |
| 30D | +2.8% | -10.3% | +13.1% | +6.4% |
| 3M | +23.1% | -0.7% | +23.8% | +22.7% |
| 6M | +41.4% | -17.8% | +59.2% | +50.7% |
| YTD | +14.3% | -15.8% | +30.1% | +20.3% |
| 1Y | +1.6% | -16.7% | +18.3% | +5.6% |
| All | +1.6% | -14.7% | +16.3% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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