+17.9%
EQH vs DAR
+63.3%
-45.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +1.5% |
| 7D | +2.8% | -5.7% | +8.5% | +2.7% |
| 30D | +3.9% | -16.6% | +20.5% | +3.6% |
| 3M | +16.3% | -13.1% | +29.4% | +15.8% |
| 6M | +37.1% | -18.8% | +55.9% | +37.4% |
| YTD | +20.2% | +45.3% | -25.1% | +9.0% |
| 1Y | +17.9% | +60.6% | -42.7% | +3.3% |
| All | +17.9% | +63.3% | -45.3% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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