-7.5%
IGV vs EQH
+18.6%
-26.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.4% |
| 7D | -7.5% | +2.8% | -10.3% | -8.2% |
| 30D | -5.6% | +3.9% | -9.5% | -6.8% |
| 3M | +1.5% | +16.3% | -14.8% | -3.4% |
| 6M | +17.1% | +37.1% | -20.0% | +4.8% |
| YTD | -2.0% | +20.2% | -22.2% | -10.2% |
| 1Y | -7.5% | +17.9% | -25.5% | -15.2% |
| All | -7.5% | +18.6% | -26.1% | -15.2% |
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