+40.6%
GLW vs EQH
+18.6%
+22.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.6% | -7.4% | -5.8% |
| 7D | -9.5% | +2.8% | -12.3% | -9.4% |
| 30D | -25.5% | +3.9% | -29.4% | -25.4% |
| 3M | -25.6% | +16.3% | -41.9% | -25.6% |
| 6M | -25.5% | +37.1% | -62.6% | -27.0% |
| YTD | +36.4% | +20.2% | +16.1% | +34.1% |
| 1Y | +40.6% | +17.9% | +22.7% | +38.3% |
| All | +40.6% | +18.6% | +22.0% | +38.3% |
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