+30.6%
HUM vs EQH
+2.5%
+28.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.9% |
| 7D | +4.2% | +5.5% | -1.3% | +2.6% |
| 30D | +10.4% | +3.2% | +7.1% | +9.4% |
| 3M | +15.1% | +32.5% | -17.5% | +5.9% |
| 6M | +120.9% | +33.7% | +87.2% | +99.5% |
| YTD | +57.9% | +13.4% | +44.5% | +54.1% |
| 1Y | +30.6% | +0.6% | +30.0% | +38.3% |
| All | +30.6% | +2.5% | +28.1% | +38.3% |
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 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