-33.7%
HDB vs EQH
+102.2%
-135.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.4% | +5.5% | +6.5% |
| 7D | +0.7% | +0.7% | 0.0% | +0.5% |
| 30D | +1.0% | +2.8% | -1.8% | +0.1% |
| 3M | -2.0% | +23.1% | -25.1% | -8.0% |
| 6M | -18.1% | +41.4% | -59.5% | -26.4% |
| YTD | -36.1% | +14.3% | -50.4% | -39.2% |
| 1Y | -34.0% | +1.6% | -35.6% | -35.2% |
| 3Y | -26.7% | +102.7% | -129.4% | -45.6% |
| All | -33.7% | +102.2% | -135.9% | -52.5% |
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 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