+2.5%
EQH vs AMBA
-21.5%
+24.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.3% | +1.1% |
| 7D | -1.8% | +7.1% | -8.8% | -2.2% |
| 30D | +2.4% | -18.1% | +20.6% | +3.7% |
| 3M | +26.3% | +8.4% | +17.9% | +23.0% |
| 6M | +35.8% | +25.7% | +10.1% | +25.8% |
| YTD | +12.7% | -4.2% | +16.9% | +7.7% |
| 1Y | +2.5% | -18.7% | +21.1% | -1.5% |
| All | +2.5% | -21.5% | +24.0% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling