-75.3%
HTZ vs EQH
+27.1%
-102.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -3.2% |
| 7D | -8.5% | +6.5% | -15.1% | -12.6% |
| 30D | -18.9% | +6.1% | -25.0% | -20.9% |
| 3M | -36.0% | +6.2% | -42.3% | -37.8% |
| 6M | -74.6% | +38.1% | -112.6% | -78.9% |
| YTD | -70.8% | +20.2% | -91.0% | -73.8% |
| 1Y | -75.3% | +27.6% | -102.9% | -79.1% |
| All | -75.3% | +27.1% | -102.3% | -79.1% |
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