+1.6%
EQH vs FIVN
+20.3%
-18.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +1.2% |
| 7D | +0.7% | -7.8% | +8.6% | +1.8% |
| 30D | +2.8% | -1.7% | +4.6% | +3.0% |
| 3M | +23.1% | +47.2% | -24.1% | +15.4% |
| 6M | +41.4% | +82.7% | -41.3% | +23.6% |
| YTD | +14.3% | +52.9% | -38.7% | +4.0% |
| 1Y | +1.6% | +17.5% | -15.9% | -3.2% |
| All | +1.6% | +20.3% | -18.7% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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