+101.7%
EQH vs RACE
+90.9%
+10.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.4% |
| 7D | -1.8% | -2.2% | +0.5% | -0.9% |
| 30D | +2.4% | -0.4% | +2.8% | +2.5% |
| 3M | +26.3% | +17.9% | +8.4% | +17.9% |
| 6M | +35.8% | +19.3% | +16.5% | +25.5% |
| YTD | +12.7% | +11.9% | +0.8% | +6.3% |
| 1Y | +2.5% | -12.7% | +15.2% | +6.4% |
| 3Y | +98.6% | +41.1% | +57.5% | +51.9% |
| 5Y | +101.7% | +94.1% | +7.6% | +23.1% |
| All | +101.7% | +90.9% | +10.8% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling