+164.3%
EWY vs EQH
+2.5%
+161.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.1% | +5.7% | +4.8% |
| 7D | +4.8% | +5.5% | -0.7% | +3.6% |
| 30D | +11.7% | +3.2% | +8.4% | +10.7% |
| 3M | -7.4% | +32.5% | -39.9% | -14.1% |
| 6M | +40.6% | +33.7% | +6.8% | +28.8% |
| YTD | +94.3% | +13.4% | +80.8% | +78.8% |
| 1Y | +164.3% | +0.6% | +163.7% | +146.9% |
| All | +164.3% | +2.5% | +161.8% | +146.9% |
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