+222.7%
EQH vs RACE
+222.5%
+0.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.1% |
| 7D | +5.5% | -2.5% | +8.0% | +6.9% |
| 30D | +3.2% | +0.8% | +2.5% | +2.6% |
| 3M | +32.5% | +17.2% | +15.4% | +21.1% |
| 6M | +33.7% | +13.6% | +20.2% | +23.4% |
| YTD | +13.4% | +12.2% | +1.2% | +4.5% |
| 1Y | +0.6% | -16.3% | +16.8% | +7.6% |
| 3Y | +95.1% | +36.4% | +58.7% | +44.9% |
| 5Y | +92.7% | +95.0% | -2.3% | +8.3% |
| All | +222.7% | +222.5% | +0.1% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling