+1.7%
HUT vs EQH
+18.6%
-16.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.6% | -24.8% | -24.1% |
| 7D | -29.5% | +2.8% | -32.3% | -30.8% |
| 30D | -45.2% | +3.9% | -49.1% | -46.4% |
| 3M | -51.6% | +16.3% | -67.9% | -56.6% |
| 6M | -37.3% | +37.1% | -74.4% | -51.6% |
| YTD | +6.5% | +20.2% | -13.7% | -7.6% |
| 1Y | +1.7% | +17.9% | -16.2% | -10.1% |
| All | +1.7% | +18.6% | -16.9% | -10.1% |
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