+1.6%
EQH vs DAR
+107.8%
-106.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.3% | +1.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +2.8% | +2.6% | +0.2% | +2.7% |
| 3M | +23.1% | +14.2% | +8.9% | +22.5% |
| 6M | +41.4% | +17.2% | +24.2% | +39.9% |
| YTD | +14.3% | +80.9% | -66.6% | +7.9% |
| 1Y | +1.6% | +104.0% | -102.4% | -6.2% |
| All | +1.6% | +107.8% | -106.2% | -6.2% |
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