+17.9%
EQH vs RVTY
+74.0%
-56.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.5% | +4.1% | +2.2% |
| 7D | +2.8% | -3.6% | +6.4% | +3.6% |
| 30D | +3.9% | +1.4% | +2.6% | +3.4% |
| 3M | +16.3% | +43.2% | -26.9% | +5.1% |
| 6M | +37.1% | +84.5% | -47.4% | +12.2% |
| YTD | +20.2% | +65.2% | -45.0% | +1.0% |
| 1Y | +17.9% | +74.3% | -56.4% | -4.2% |
| All | +17.9% | +74.0% | -56.0% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling