+109.0%
EVRG vs EQH
+230.1%
-121.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -0.7% | -1.8% | +1.1% | -0.3% |
| 30D | 0.0% | +2.4% | -2.4% | -0.6% |
| 3M | -1.0% | +26.3% | -27.3% | -6.4% |
| 6M | +1.0% | +35.8% | -34.8% | -6.7% |
| YTD | +15.1% | +12.7% | +2.4% | +10.7% |
| 1Y | +17.6% | +2.5% | +15.1% | +15.4% |
| 3Y | +70.5% | +98.6% | -28.2% | +36.3% |
| 5Y | +48.9% | +101.7% | -52.8% | +15.1% |
| All | +109.0% | +230.1% | -121.1% | +21.6% |
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