-36.1%
HOOD vs EQH
+18.6%
-54.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +0.7% |
| 7D | -4.4% | +2.8% | -7.2% | -6.5% |
| 30D | -23.4% | +3.9% | -27.3% | -25.8% |
| 3M | -6.5% | +16.3% | -22.8% | -18.1% |
| 6M | +14.2% | +37.1% | -22.9% | -14.6% |
| YTD | -22.7% | +20.2% | -42.9% | -38.0% |
| 1Y | -36.1% | +17.9% | -54.0% | -48.4% |
| All | -36.1% | +18.6% | -54.7% | -48.4% |
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 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