+99.9%
EQH vs RRC
+31.5%
+68.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.6% | +0.9% |
| 7D | -1.8% | -1.2% | -0.6% | -1.5% |
| 30D | +2.4% | +3.0% | -0.5% | +1.7% |
| 3M | +26.3% | +7.3% | +19.0% | +23.7% |
| 6M | +35.8% | +3.6% | +32.2% | +33.1% |
| YTD | +12.7% | +19.4% | -6.7% | +5.0% |
| 1Y | +2.5% | +21.4% | -19.0% | -6.1% |
| All | +99.9% | +31.5% | +68.4% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling