+51.4%
IBB vs EQH
+2.5%
+48.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | +1.4% | +5.5% | -4.1% | +0.6% |
| 30D | +10.5% | +3.2% | +7.3% | +9.9% |
| 3M | +23.6% | +32.5% | -8.9% | +17.8% |
| 6M | +22.6% | +33.7% | -11.1% | +15.5% |
| YTD | +25.7% | +13.4% | +12.2% | +19.9% |
| 1Y | +51.4% | +0.6% | +50.8% | +44.5% |
| All | +51.4% | +2.5% | +48.9% | +44.5% |
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