+2,166.4%
FIX vs EQH
+93.8%
+2,072.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +3.5% | +1.1% | +2.4% | +2.8% |
| 30D | -3.5% | -1.1% | -2.4% | -3.3% |
| 3M | -11.8% | +25.0% | -36.8% | -22.7% |
| 6M | +17.8% | +33.9% | -16.1% | -1.5% |
| YTD | +73.3% | +11.6% | +61.7% | +59.4% |
| 1Y | +128.1% | +1.5% | +126.6% | +120.1% |
| 3Y | +772.7% | +96.7% | +675.9% | +485.2% |
| 5Y | +2,166.4% | +93.9% | +2,072.6% | +1,351.2% |
| All | +2,166.4% | +93.8% | +2,072.7% | +1,351.2% |
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 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