+81.5%
EQH vs BAM
+66.1%
+15.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.6% |
| 7D | -1.8% | -6.1% | +4.3% | +2.0% |
| 30D | +2.4% | -13.8% | +16.3% | +12.1% |
| 3M | +26.3% | +4.4% | +21.9% | +22.2% |
| 6M | +35.8% | +6.4% | +29.4% | +29.7% |
| YTD | +12.7% | -7.1% | +19.7% | +16.6% |
| 1Y | +2.5% | -11.8% | +14.3% | +9.0% |
| 3Y | +98.6% | +50.2% | +48.5% | +53.3% |
| All | +81.5% | +66.1% | +15.4% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 5y: compounded portfolio wealth divided by compounded BAM 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…
5y analysis · Full analysis span regression · 6 months rolling