+37.0%
HPQ vs EQH
+100.2%
-63.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.4% | +7.0% | +7.9% |
| 7D | +9.8% | +0.7% | +9.0% | +9.5% |
| 30D | +22.4% | +2.8% | +19.5% | +21.1% |
| 3M | +45.2% | +23.1% | +22.1% | +33.5% |
| 6M | +96.4% | +41.4% | +55.0% | +69.0% |
| YTD | +65.4% | +14.3% | +51.1% | +56.0% |
| 1Y | +31.6% | +1.6% | +30.0% | +30.6% |
| 3Y | +37.0% | +102.7% | -65.7% | +6.4% |
| All | +37.0% | +100.2% | -63.2% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling