+517.0%
GOOG vs EQH
+234.7%
+282.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.1% |
| 7D | 0.0% | +0.7% | -0.7% | -0.2% |
| 30D | -2.0% | +2.8% | -4.8% | -2.9% |
| 3M | -5.9% | +23.1% | -28.9% | -12.4% |
| 6M | +8.9% | +41.4% | -32.5% | -3.6% |
| YTD | +7.1% | +14.3% | -7.2% | +1.2% |
| 1Y | +39.7% | +1.6% | +38.1% | +36.7% |
| 3Y | +145.8% | +102.7% | +43.1% | +85.4% |
| 5Y | +138.6% | +104.5% | +34.1% | +77.1% |
| All | +517.0% | +234.7% | +282.4% | +266.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling