+13.3%
FN vs EQH
+0.8%
+12.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +5.8% | +1.1% | +4.7% | +5.6% |
| 30D | -20.6% | -1.1% | -19.5% | -20.6% |
| 3M | -28.6% | +25.0% | -53.6% | -30.6% |
| 6M | -20.7% | +33.9% | -54.6% | -24.2% |
| YTD | -8.1% | +11.6% | -19.7% | -9.9% |
| 1Y | +13.3% | +1.5% | +11.8% | +10.3% |
| All | +13.3% | +0.8% | +12.5% | +10.3% |
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