+217.4%
EQH vs BUD
-7.6%
+225.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.4% |
| 7D | +1.1% | -1.3% | +2.4% | +1.9% |
| 30D | -1.1% | -6.1% | +5.0% | +2.6% |
| 3M | +25.0% | -3.8% | +28.8% | +27.2% |
| 6M | +33.9% | +8.2% | +25.7% | +26.8% |
| YTD | +11.6% | +23.6% | -12.0% | -3.2% |
| 1Y | +1.5% | +33.4% | -31.9% | -16.3% |
| 3Y | +96.7% | +45.3% | +51.4% | +46.1% |
| 5Y | +93.9% | +44.3% | +49.6% | +40.8% |
| All | +217.4% | -7.6% | +225.0% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 all: compounded portfolio wealth divided by compounded BUD 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…
all analysis · Full analysis span regression · 6 months rolling