-86.5%
HTZ vs EQH
+95.5%
-182.1%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.1% |
| 7D | +7.5% | +5.5% | +2.0% | +3.3% |
| 30D | +47.4% | +3.2% | +44.2% | +42.9% |
| 3M | -54.9% | +32.5% | -87.4% | -63.3% |
| 6M | -47.0% | +33.7% | -80.7% | -57.5% |
| YTD | -55.3% | +13.4% | -68.7% | -59.6% |
| 1Y | -57.6% | +0.6% | -58.2% | -58.3% |
| All | -86.5% | +95.5% | -182.1% | -93.3% |
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