+220.5%
EQH vs IBN
+233.2%
-12.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | -1.8% | -5.5% | +3.7% | +1.1% |
| 30D | +2.4% | -3.4% | +5.8% | +4.2% |
| 3M | +26.3% | +8.7% | +17.6% | +21.0% |
| 6M | +35.8% | +3.7% | +32.1% | +33.1% |
| YTD | +12.7% | -2.4% | +15.1% | +13.6% |
| 1Y | +2.5% | -8.1% | +10.5% | +6.0% |
| 3Y | +98.6% | +26.3% | +72.3% | +71.6% |
| 5Y | +101.7% | +54.9% | +46.8% | +55.6% |
| All | +220.5% | +233.2% | -12.8% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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