-86.4%
HTZ vs EQH
+93.2%
-179.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.1% |
| 7D | +7.5% | +5.5% | +2.0% | +3.2% |
| 30D | +47.4% | +3.2% | +44.2% | +42.9% |
| 3M | -54.9% | +32.5% | -87.4% | -63.4% |
| 6M | -47.0% | +33.7% | -80.7% | -57.7% |
| YTD | -55.3% | +13.4% | -68.7% | -59.8% |
| 1Y | -57.6% | +0.6% | -58.2% | -58.6% |
| 3Y | -86.6% | +95.1% | -181.7% | -92.3% |
| All | -86.4% | +93.2% | -179.6% | -92.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling