-1.3%
HDB vs EQH
+230.1%
-231.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.4% |
| 7D | -6.2% | -1.8% | -4.4% | -5.6% |
| 30D | -6.2% | +2.4% | -8.7% | -7.1% |
| 3M | -5.9% | +26.3% | -32.2% | -13.1% |
| 6M | -25.9% | +35.8% | -61.7% | -33.4% |
| YTD | -40.2% | +12.7% | -52.9% | -43.2% |
| 1Y | -38.0% | +2.5% | -40.4% | -39.4% |
| 3Y | -30.5% | +98.6% | -129.1% | -48.1% |
| 5Y | -38.1% | +101.7% | -139.8% | -55.2% |
| All | -1.3% | +230.1% | -231.4% | -47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling