+76.0%
FHN vs EQH
+226.9%
-150.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | 0.0% | +1.1% | -1.1% | -0.8% |
| 30D | -2.6% | -1.1% | -1.5% | -2.0% |
| 3M | 0.0% | +25.0% | -25.0% | -15.6% |
| 6M | +9.2% | +33.9% | -24.6% | -13.3% |
| YTD | +4.3% | +11.6% | -7.2% | -6.4% |
| 1Y | +10.8% | +1.5% | +9.2% | +5.8% |
| 3Y | +130.7% | +96.7% | +34.0% | +35.1% |
| 5Y | +87.4% | +93.9% | -6.5% | +5.1% |
| All | +76.0% | +226.9% | -150.9% | -32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling