+25.6%
HAL vs EQH
+18.6%
+7.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.1% |
| 7D | -7.7% | +2.8% | -10.5% | -7.6% |
| 30D | +0.7% | +3.9% | -3.3% | +0.8% |
| 3M | +2.5% | +16.3% | -13.9% | +2.9% |
| 6M | -20.7% | +37.1% | -57.8% | -20.0% |
| YTD | +18.4% | +20.2% | -1.8% | +23.7% |
| 1Y | +25.6% | +17.9% | +7.6% | +31.0% |
| All | +25.6% | +18.6% | +7.0% | +31.0% |
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