-4.4%
HOOD vs EQH
+3.9%
-8.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.8% |
| 7D | -7.8% | +0.7% | -8.5% | -8.4% |
| 30D | +18.6% | +2.8% | +15.8% | +16.0% |
| 3M | +22.1% | +23.1% | -1.0% | +1.6% |
| 6M | +43.1% | +41.4% | +1.7% | +4.5% |
| YTD | -0.5% | +14.3% | -14.7% | -15.2% |
| 1Y | -4.4% | +1.6% | -6.0% | -15.8% |
| All | -4.4% | +3.9% | -8.3% | -15.8% |
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