+8.8%
HIG vs EQH
+12.7%
-3.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +5.0% | +0.2% |
| 7D | +3.8% | -3.1% | +6.9% | +4.3% |
| 30D | +8.1% | -2.9% | +11.0% | +8.6% |
| 3M | -4.1% | +3.1% | -7.3% | -4.7% |
| 6M | +3.1% | +21.8% | -18.7% | -0.7% |
| YTD | +0.8% | +13.3% | -12.5% | -2.3% |
| 1Y | +8.8% | +20.1% | -11.3% | +4.8% |
| All | +8.8% | +12.7% | -3.9% | +4.8% |
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