-39.3%
FND vs EQH
+2.5%
-41.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.1% |
| 7D | -5.2% | +5.5% | -10.7% | -7.1% |
| 30D | -19.9% | +3.2% | -23.1% | -21.0% |
| 3M | +2.7% | +32.5% | -29.8% | -9.3% |
| 6M | -21.7% | +33.7% | -55.4% | -31.7% |
| YTD | -17.5% | +13.4% | -31.0% | -23.1% |
| 1Y | -39.3% | +0.6% | -39.9% | -41.5% |
| All | -39.3% | +2.5% | -41.8% | -41.5% |
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