-17.4%
GIS vs EQH
+18.6%
-36.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +5.1% |
| 7D | +8.5% | +2.8% | +5.7% | +8.4% |
| 30D | +15.3% | +3.9% | +11.4% | +15.2% |
| 3M | +0.9% | +16.3% | -15.4% | +0.6% |
| 6M | +7.9% | +37.1% | -29.2% | +7.3% |
| YTD | -17.6% | +20.2% | -37.8% | -17.8% |
| 1Y | -17.4% | +17.9% | -35.3% | -17.5% |
| All | -17.4% | +18.6% | -36.0% | -17.5% |
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