+26.2%
GEN vs EQH
+102.2%
-76.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.4% |
| 7D | -1.3% | +0.7% | -2.0% | -1.5% |
| 30D | +6.1% | +2.8% | +3.3% | +5.0% |
| 3M | +27.0% | +23.1% | +3.9% | +16.6% |
| 6M | +43.9% | +41.4% | +2.5% | +24.2% |
| YTD | +13.0% | +14.3% | -1.3% | +6.1% |
| 1Y | +4.0% | +1.6% | +2.4% | +1.9% |
| 3Y | +66.2% | +102.7% | -36.5% | +21.6% |
| All | +26.2% | +102.2% | -76.0% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling