+107.6%
EQH vs NVDX
+772.1%
-664.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.4% |
| 7D | +0.7% | -10.2% | +10.9% | +1.7% |
| 30D | +2.8% | -7.3% | +10.2% | +3.3% |
| 3M | +23.1% | +5.5% | +17.6% | +21.6% |
| 6M | +41.4% | +18.3% | +23.1% | +37.1% |
| YTD | +14.3% | +11.4% | +2.8% | +10.9% |
| 1Y | +1.6% | +12.7% | -11.1% | -2.3% |
| All | +107.6% | +772.1% | -664.6% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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