+24.2%
FIX vs EQH
+27.1%
-2.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.7% |
| 7D | +9.4% | +6.5% | +2.9% | +7.0% |
| 30D | -27.8% | +6.1% | -33.9% | -28.9% |
| 3M | -35.6% | +6.2% | -41.8% | -36.7% |
| 6M | -45.2% | +38.1% | -83.3% | -50.8% |
| YTD | +19.5% | +20.2% | -0.7% | +10.1% |
| 1Y | +24.2% | +27.6% | -3.4% | +9.9% |
| All | +24.2% | +27.1% | -2.8% | +9.9% |
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