+6.9%
EQX vs EQH
+19.6%
-12.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.6% | +11.2% | +12.3% |
| 7D | +7.6% | +2.8% | +4.8% | +6.7% |
| 30D | +0.4% | +3.9% | -3.5% | -0.7% |
| 3M | +18.0% | +16.3% | +1.7% | +12.5% |
| 6M | -18.4% | +37.1% | -55.5% | -24.7% |
| YTD | -19.3% | +20.2% | -39.5% | -26.5% |
| All | +6.9% | +19.6% | -12.7% | -4.1% |
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