+72.6%
HON vs EQH
+234.7%
-162.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.5% |
| 7D | -3.5% | +0.7% | -4.2% | -3.8% |
| 30D | -13.8% | +2.8% | -16.6% | -14.9% |
| 3M | -11.7% | +23.1% | -34.8% | -19.5% |
| 6M | -18.7% | +41.4% | -60.1% | -30.7% |
| YTD | +0.2% | +14.3% | -14.0% | -6.9% |
| 1Y | -3.1% | +1.6% | -4.7% | -5.7% |
| 3Y | +17.0% | +102.7% | -85.7% | -19.7% |
| 5Y | +2.0% | +104.5% | -102.5% | -32.9% |
| All | +72.6% | +234.7% | -162.1% | -19.8% |
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 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