+101.9%
EQH vs UUUU
+79.1%
+22.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +2.0% |
| 7D | +0.7% | -10.5% | +11.2% | +2.1% |
| 30D | +2.8% | -10.5% | +13.3% | +4.0% |
| 3M | +23.1% | -14.1% | +37.2% | +24.5% |
| 6M | +41.4% | -35.5% | +76.9% | +46.9% |
| YTD | +14.3% | -10.9% | +25.2% | +11.7% |
| 1Y | +1.6% | +3.4% | -1.8% | -5.1% |
| 3Y | +102.7% | +73.1% | +29.6% | +64.0% |
| All | +101.9% | +79.1% | +22.8% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling