+183.8%
GRMN vs EQH
+100.2%
+83.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.8% | +3.7% |
| 7D | +2.4% | +0.7% | +1.7% | +2.2% |
| 30D | -8.5% | +2.8% | -11.3% | -9.5% |
| 3M | +19.5% | +23.1% | -3.6% | +9.5% |
| 6M | +21.2% | +41.4% | -20.2% | +4.0% |
| YTD | +41.0% | +14.3% | +26.8% | +32.2% |
| 1Y | +19.6% | +1.6% | +18.0% | +17.7% |
| 3Y | +183.8% | +102.7% | +81.1% | +147.2% |
| All | +183.8% | +100.2% | +83.6% | +147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling