-18.0%
GIS vs EQH
+2.5%
-20.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.5% |
| 7D | -7.8% | +5.5% | -13.3% | -7.9% |
| 30D | +6.6% | +3.2% | +3.3% | +6.6% |
| 3M | +21.0% | +32.5% | -11.6% | +20.6% |
| 6M | -9.1% | +33.7% | -42.8% | -9.4% |
| YTD | -13.6% | +13.4% | -27.1% | -13.8% |
| 1Y | -18.0% | +0.6% | -18.6% | -19.0% |
| All | -18.0% | +2.5% | -20.5% | -19.0% |
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 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