+0.6%
EQH vs URA
+17.2%
-16.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | +5.5% | +1.1% | +4.4% | +5.3% |
| 30D | +3.2% | +7.4% | -4.2% | +2.0% |
| 3M | +32.5% | -8.4% | +40.9% | +33.6% |
| 6M | +33.7% | -12.7% | +46.5% | +34.9% |
| YTD | +13.4% | +7.8% | +5.7% | +11.7% |
| 1Y | +0.6% | +19.5% | -18.9% | -2.8% |
| All | +0.6% | +17.2% | -16.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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