+102.7%
EQH vs FIVN
-55.2%
+157.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | +0.1% | +1.1% |
| 7D | +0.7% | -7.8% | +8.6% | +2.4% |
| 30D | +2.8% | -1.7% | +4.6% | +3.0% |
| 3M | +23.1% | +47.2% | -24.1% | +11.7% |
| 6M | +41.4% | +82.7% | -41.3% | +18.7% |
| YTD | +14.3% | +52.9% | -38.7% | -0.1% |
| 1Y | +1.6% | +17.5% | -15.9% | -5.2% |
| 3Y | +102.7% | -55.8% | +158.5% | +117.1% |
| All | +102.7% | -55.2% | +157.9% | +117.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling