+8.3%
GNRC vs EQH
+12.7%
-4.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -5.7% | -3.3% | -7.2% |
| 7D | -15.3% | -3.1% | -12.1% | -14.3% |
| 30D | -22.9% | -2.9% | -20.0% | -22.2% |
| 3M | -20.7% | +3.1% | -23.9% | -21.4% |
| 6M | -34.6% | +21.8% | -56.4% | -38.9% |
| YTD | +26.4% | +13.3% | +13.0% | +24.5% |
| 1Y | +8.3% | +20.1% | -11.9% | +0.8% |
| All | +8.3% | +12.7% | -4.5% | +0.8% |
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