+147.8%
EWY vs EQH
+3.9%
+144.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +3.0% |
| 7D | -0.1% | +0.7% | -0.8% | -0.2% |
| 30D | +7.3% | +2.8% | +4.5% | +6.6% |
| 3M | -5.1% | +23.1% | -28.2% | -10.3% |
| 6M | +42.1% | +41.4% | +0.7% | +29.0% |
| YTD | +94.1% | +14.3% | +79.9% | +78.1% |
| 1Y | +147.8% | +1.6% | +146.2% | +128.9% |
| All | +147.8% | +3.9% | +144.0% | +128.9% |
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