-46.5%
FRSH vs EQH
+100.2%
-146.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.5% |
| 7D | -6.6% | +0.7% | -7.3% | -6.9% |
| 30D | +2.1% | +2.8% | -0.7% | +0.6% |
| 3M | +29.0% | +23.1% | +5.9% | +15.0% |
| 6M | +48.6% | +41.4% | +7.2% | +21.6% |
| YTD | -2.9% | +14.3% | -17.2% | -10.2% |
| 1Y | -7.9% | +1.6% | -9.5% | -9.6% |
| 3Y | -46.5% | +102.7% | -149.2% | -68.9% |
| All | -46.5% | +100.2% | -146.7% | -68.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling