-27.0%
ETHA vs EQH
+33.6%
-60.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +2.2% |
| 7D | +3.5% | +0.7% | +2.7% | +2.9% |
| 30D | +35.3% | +2.8% | +32.5% | +31.9% |
| 3M | +50.9% | +23.1% | +27.8% | +27.7% |
| 6M | +22.1% | +41.4% | -19.3% | -8.5% |
| YTD | -14.6% | +14.3% | -28.8% | -24.0% |
| 1Y | -42.8% | +1.6% | -44.4% | -44.2% |
| All | -27.0% | +33.6% | -60.6% | -48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling