+784.7%
FIX vs EQH
+95.4%
+689.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +3.3% |
| 7D | +6.1% | +5.4% | +0.6% | +3.1% |
| 30D | -2.7% | +1.0% | -3.7% | -3.5% |
| 3M | -10.9% | +26.7% | -37.7% | -22.6% |
| 6M | +29.0% | +34.4% | -5.4% | +7.4% |
| YTD | +76.9% | +11.5% | +65.4% | +63.1% |
| 1Y | +130.7% | +0.4% | +130.3% | +125.9% |
| All | +784.7% | +95.4% | +689.3% | +533.6% |
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 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