+98.0%
EQH vs RACE
+38.2%
+59.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +1.1% | -2.6% | +3.7% | +1.9% |
| 30D | -1.1% | -1.1% | 0.0% | -0.9% |
| 3M | +25.0% | +12.5% | +12.5% | +20.8% |
| 6M | +33.9% | +17.4% | +16.5% | +27.5% |
| YTD | +11.6% | +10.1% | +1.5% | +7.8% |
| 1Y | +1.5% | -15.1% | +16.7% | +4.8% |
| All | +98.0% | +38.2% | +59.7% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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