-14.0%
GDDY vs EQH
+19.4%
-33.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.6% |
| 7D | -2.4% | -2.2% | -0.2% | -1.9% |
| 30D | +17.7% | -1.1% | +18.7% | +17.7% |
| 3M | +26.6% | +0.9% | +25.7% | +25.9% |
| 6M | +34.2% | +22.1% | +12.2% | +26.0% |
| YTD | -7.8% | +12.8% | -20.6% | -10.7% |
| 1Y | -14.0% | +20.5% | -34.5% | -18.9% |
| All | -14.0% | +19.4% | -33.4% | -18.9% |
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