+332.5%
HBM vs EQH
+102.2%
+230.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -1.3% |
| 7D | -3.3% | +0.7% | -4.0% | -3.8% |
| 30D | -4.8% | +2.8% | -7.7% | -6.9% |
| 3M | -0.4% | +23.1% | -23.5% | -12.9% |
| 6M | +17.9% | +41.4% | -23.5% | -6.5% |
| YTD | +33.7% | +14.3% | +19.5% | +20.0% |
| 1Y | +95.6% | +1.6% | +94.0% | +88.0% |
| 3Y | +458.1% | +102.7% | +355.4% | +213.4% |
| All | +332.5% | +102.2% | +230.2% | +124.4% |
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