-66.4%
HTZ vs EQH
+18.6%
-85.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.6% | +7.6% | +8.2% |
| 7D | +18.9% | +2.8% | +16.1% | +17.1% |
| 30D | +26.3% | +3.9% | +22.3% | +23.7% |
| 3M | +49.7% | +16.3% | +33.4% | +35.8% |
| 6M | -61.1% | +37.1% | -98.2% | -67.8% |
| YTD | -56.0% | +20.2% | -76.2% | -60.9% |
| 1Y | -66.4% | +17.9% | -84.4% | -69.9% |
| All | -66.4% | +18.6% | -85.0% | -69.9% |
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