+24.9%
ESI vs EQH
+18.6%
+6.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.6% | -6.2% | -5.0% |
| 7D | -6.6% | +2.8% | -9.4% | -7.2% |
| 30D | -10.9% | +3.9% | -14.8% | -11.9% |
| 3M | -13.8% | +16.3% | -30.1% | -17.7% |
| 6M | -21.5% | +37.1% | -58.7% | -29.7% |
| YTD | +34.7% | +20.2% | +14.5% | +26.1% |
| 1Y | +24.9% | +17.9% | +7.0% | +17.9% |
| All | +24.9% | +18.6% | +6.3% | +17.9% |
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