+1.6%
EQH vs CASY
+14.3%
-12.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.3% | +1.4% |
| 7D | +0.7% | -18.6% | +19.3% | +0.8% |
| 30D | +2.8% | -26.6% | +29.5% | +3.1% |
| 3M | +23.1% | -32.8% | +55.9% | +23.8% |
| 6M | +41.4% | -10.0% | +51.4% | +38.4% |
| YTD | +14.3% | +11.6% | +2.6% | +12.1% |
| 1Y | +1.6% | +11.5% | -9.9% | -1.3% |
| All | +1.6% | +14.3% | -12.7% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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