+94.6%
HAL vs EQH
+99.4%
-4.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.8% | -3.3% |
| 7D | -3.3% | -1.8% | -1.5% | -2.5% |
| 30D | +7.2% | +2.4% | +4.8% | +5.8% |
| 3M | -8.8% | +26.3% | -35.1% | -19.0% |
| 6M | +3.0% | +35.8% | -32.8% | -13.1% |
| YTD | +29.4% | +12.7% | +16.7% | +19.7% |
| 1Y | +62.8% | +2.5% | +60.4% | +57.7% |
| 3Y | -6.4% | +98.6% | -105.1% | -38.8% |
| All | +94.6% | +99.4% | -4.9% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling