+241.8%
EQH vs AMBA
+13.9%
+227.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.4% | +1.2% |
| 7D | +6.5% | +2.7% | +3.9% | +5.8% |
| 30D | +6.1% | -2.2% | +8.3% | +6.3% |
| 3M | +6.2% | -26.6% | +32.9% | +13.5% |
| 6M | +38.1% | -26.8% | +64.8% | +40.8% |
| YTD | +20.2% | -15.1% | +35.3% | +16.2% |
| 1Y | +27.6% | -32.3% | +59.8% | +30.1% |
| 3Y | +128.8% | +19.8% | +109.0% | +83.0% |
| 5Y | +83.1% | -69.2% | +152.4% | +93.9% |
| All | +241.8% | +13.9% | +227.9% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling