-25.7%
FN vs EQH
+18.6%
-44.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.6% | -7.6% | -6.2% |
| 7D | -7.0% | +2.8% | -9.8% | -7.3% |
| 30D | -24.7% | +3.9% | -28.6% | -25.1% |
| 3M | -35.7% | +16.3% | -52.0% | -36.9% |
| 6M | -52.4% | +37.1% | -89.5% | -54.4% |
| YTD | -25.0% | +20.2% | -45.2% | -27.1% |
| 1Y | -25.7% | +17.9% | -43.6% | -27.9% |
| All | -25.7% | +18.6% | -44.3% | -27.9% |
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