+220.5%
EQH vs FIVN
-4.1%
+224.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -1.8% | -11.3% | +9.5% | +0.2% |
| 30D | +2.4% | -7.3% | +9.7% | +3.6% |
| 3M | +26.3% | +41.7% | -15.4% | +17.5% |
| 6M | +35.8% | +78.3% | -42.4% | +19.2% |
| YTD | +12.7% | +50.9% | -38.2% | +1.6% |
| 1Y | +2.5% | +19.7% | -17.2% | -4.0% |
| 3Y | +98.6% | -55.7% | +154.4% | +111.5% |
| 5Y | +101.7% | -82.6% | +184.3% | +131.4% |
| All | +220.5% | -4.1% | +224.5% | +177.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling