+127.7%
HSY vs EQH
+226.9%
-99.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -3.0% | +1.1% | -4.1% | -3.1% |
| 30D | -5.0% | -1.1% | -3.9% | -5.0% |
| 3M | -1.3% | +25.0% | -26.3% | -4.3% |
| 6M | -21.5% | +33.9% | -55.4% | -24.8% |
| YTD | -3.3% | +11.6% | -14.9% | -5.2% |
| 1Y | -5.5% | +1.5% | -7.0% | -6.3% |
| 3Y | -9.9% | +96.7% | -106.6% | -21.5% |
| 5Y | +11.3% | +93.9% | -82.5% | -4.9% |
| All | +127.7% | +226.9% | -99.1% | +56.8% |
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