+225.0%
EQH vs RRC
+194.1%
+30.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.7% |
| 7D | +0.7% | -1.8% | +2.5% | +1.1% |
| 30D | +2.8% | +2.7% | +0.2% | +2.2% |
| 3M | +23.1% | +8.8% | +14.3% | +20.4% |
| 6M | +41.4% | -1.2% | +42.6% | +40.6% |
| YTD | +14.3% | +17.6% | -3.3% | +8.9% |
| 1Y | +1.6% | +18.4% | -16.8% | -3.8% |
| 3Y | +102.7% | +33.1% | +69.6% | +84.9% |
| 5Y | +104.5% | +148.2% | -43.6% | +56.8% |
| All | +225.0% | +194.1% | +30.8% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling