+225.0%
EQH vs ARWR
+822.6%
-597.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +0.7% | -4.0% | +4.8% | +1.4% |
| 30D | +2.8% | -5.0% | +7.9% | +3.6% |
| 3M | +23.1% | +11.3% | +11.7% | +20.3% |
| 6M | +41.4% | +42.6% | -1.2% | +32.2% |
| YTD | +14.3% | +24.8% | -10.5% | +8.8% |
| 1Y | +1.6% | +178.8% | -177.2% | -16.3% |
| 3Y | +102.7% | +183.3% | -80.6% | +54.2% |
| 5Y | +104.5% | +29.5% | +75.1% | +68.0% |
| All | +225.0% | +822.6% | -597.6% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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