+217.4%
EQH vs DAR
+276.3%
-58.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | +1.1% | -0.2% | +1.3% | +1.1% |
| 30D | -1.1% | +7.4% | -8.5% | -4.5% |
| 3M | +25.0% | +15.7% | +9.3% | +15.9% |
| 6M | +33.9% | +30.0% | +3.9% | +16.7% |
| YTD | +11.6% | +87.5% | -75.9% | -18.0% |
| 1Y | +1.5% | +113.4% | -111.9% | -30.8% |
| 3Y | +96.7% | +15.3% | +81.4% | +69.4% |
| 5Y | +93.9% | -4.3% | +98.2% | +72.4% |
| All | +217.4% | +276.3% | -58.9% | +0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling