+35.4%
FLR vs EQH
+2.5%
+33.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | +5.4% | +5.5% | -0.1% | +4.0% |
| 30D | +11.4% | +3.2% | +8.1% | +10.1% |
| 3M | +11.4% | +32.5% | -21.1% | +0.4% |
| 6M | +16.6% | +33.7% | -17.1% | +4.4% |
| YTD | +41.7% | +13.4% | +28.3% | +35.4% |
| 1Y | +35.4% | +0.6% | +34.8% | +31.1% |
| All | +35.4% | +2.5% | +33.0% | +31.1% |
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 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