+4.4%
GOOGL vs EQH
+18.6%
-14.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.9% |
| 7D | -11.1% | +2.8% | -13.9% | -11.5% |
| 30D | -16.6% | +3.9% | -20.5% | -17.2% |
| 3M | -23.4% | +16.3% | -39.8% | -25.6% |
| 6M | -24.5% | +37.1% | -61.6% | -29.2% |
| YTD | -7.5% | +20.2% | -27.7% | -13.7% |
| 1Y | +4.4% | +17.9% | -13.6% | -2.5% |
| All | +4.4% | +18.6% | -14.2% | -2.5% |
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