+85.8%
FHN vs EQH
+102.2%
-16.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.3% |
| 7D | -1.2% | +0.7% | -1.9% | -1.6% |
| 30D | -4.8% | +2.8% | -7.6% | -6.5% |
| 3M | -0.7% | +23.1% | -23.8% | -13.0% |
| 6M | +10.6% | +41.4% | -30.8% | -11.9% |
| YTD | +4.6% | +14.3% | -9.7% | -5.4% |
| 1Y | +11.4% | +1.6% | +9.8% | +8.0% |
| 3Y | +132.3% | +102.7% | +29.5% | +50.4% |
| All | +85.8% | +102.2% | -16.5% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling