+190.4%
ETN vs EQH
+102.2%
+88.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +3.4% |
| 7D | +3.5% | +0.7% | +2.8% | +3.2% |
| 30D | -7.5% | +2.8% | -10.4% | -8.8% |
| 3M | +8.3% | +23.1% | -14.8% | -1.8% |
| 6M | +20.2% | +41.4% | -21.2% | +1.1% |
| YTD | +34.7% | +14.3% | +20.4% | +24.7% |
| 1Y | +19.4% | +1.6% | +17.8% | +16.5% |
| 3Y | +85.5% | +102.7% | -17.2% | +29.0% |
| All | +190.4% | +102.2% | +88.2% | +96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling