+43.4%
EQX vs EQH
+2.5%
+41.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.1% |
| 7D | -1.4% | +5.5% | -6.9% | -2.5% |
| 30D | +24.4% | +3.2% | +21.1% | +23.4% |
| 3M | +11.6% | +32.5% | -20.9% | +6.7% |
| 6M | -25.0% | +33.7% | -58.7% | -28.9% |
| YTD | -8.4% | +13.4% | -21.8% | -14.2% |
| 1Y | +43.4% | +0.6% | +42.8% | +35.3% |
| All | +43.4% | +2.5% | +41.0% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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