+220.5%
EQH vs UUUU
+588.4%
-367.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.3% | +1.9% |
| 7D | -1.8% | -5.0% | +3.3% | -1.0% |
| 30D | +2.4% | -7.8% | +10.2% | +3.4% |
| 3M | +26.3% | -0.4% | +26.7% | +25.2% |
| 6M | +35.8% | -32.9% | +68.7% | +41.3% |
| YTD | +12.7% | -6.3% | +18.9% | +8.9% |
| 1Y | +2.5% | +7.9% | -5.5% | -5.7% |
| 3Y | +98.6% | +85.2% | +13.4% | +55.7% |
| 5Y | +101.7% | +97.0% | +4.7% | +44.4% |
| All | +220.5% | +588.4% | -367.9% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling