+62.4%
EWY vs EQH
+18.6%
+43.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.2% |
| 7D | -8.3% | +2.8% | -11.1% | -8.8% |
| 30D | -20.5% | +3.9% | -24.5% | -21.2% |
| 3M | -11.1% | +16.3% | -27.4% | -14.6% |
| 6M | -7.0% | +37.1% | -44.1% | -15.3% |
| YTD | +56.5% | +20.2% | +36.3% | +40.6% |
| 1Y | +62.4% | +17.9% | +44.5% | +45.8% |
| All | +62.4% | +18.6% | +43.8% | +45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling