-65.8%
ETSY vs EQH
+102.2%
-168.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.8% |
| 7D | -4.9% | +0.7% | -5.6% | -5.3% |
| 30D | -8.6% | +2.8% | -11.5% | -10.2% |
| 3M | +4.8% | +23.1% | -18.3% | -8.0% |
| 6M | +38.1% | +41.4% | -3.3% | +10.8% |
| YTD | +31.2% | +14.3% | +17.0% | +18.8% |
| 1Y | +22.1% | +1.6% | +20.5% | +18.3% |
| 3Y | +12.2% | +102.7% | -90.5% | -37.6% |
| All | -65.8% | +102.2% | -168.0% | -80.5% |
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