+547.0%
ETN vs EQH
+234.7%
+312.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +3.3% |
| 7D | +3.5% | +0.7% | +2.8% | +3.1% |
| 30D | -7.5% | +2.8% | -10.4% | -9.0% |
| 3M | +8.3% | +23.1% | -14.8% | -3.4% |
| 6M | +20.2% | +41.4% | -21.2% | -1.4% |
| YTD | +34.7% | +14.3% | +20.4% | +22.8% |
| 1Y | +19.4% | +1.6% | +17.8% | +15.1% |
| 3Y | +85.5% | +102.7% | -17.2% | +20.7% |
| 5Y | +186.6% | +104.5% | +82.1% | +78.7% |
| All | +547.0% | +234.7% | +312.3% | +173.0% |
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