+0.6%
EQH vs PSLV
+57.1%
-56.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | +5.5% | -0.6% | +6.1% | +5.5% |
| 30D | +3.2% | +7.3% | -4.0% | +2.9% |
| 3M | +32.5% | -7.4% | +40.0% | +32.1% |
| 6M | +33.7% | -20.3% | +54.0% | +33.4% |
| YTD | +13.4% | -8.2% | +21.7% | +12.4% |
| 1Y | +0.6% | +57.9% | -57.4% | +4.5% |
| All | +0.6% | +57.1% | -56.6% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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