+46.9%
FE vs EQH
+100.2%
-53.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.3% |
| 7D | -1.4% | +0.7% | -2.1% | -1.4% |
| 30D | -1.9% | +2.8% | -4.7% | -2.0% |
| 3M | -0.2% | +23.1% | -23.3% | -1.2% |
| 6M | -7.1% | +41.4% | -48.5% | -8.8% |
| YTD | +6.1% | +14.3% | -8.1% | +5.4% |
| 1Y | +10.1% | +1.6% | +8.5% | +10.3% |
| 3Y | +46.9% | +102.7% | -55.9% | +26.2% |
| All | +46.9% | +100.2% | -53.4% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling