+289.3%
INTC vs EQH
+2.5%
+286.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.7% |
| 7D | +7.1% | +5.5% | +1.6% | +5.8% |
| 30D | -5.2% | +3.2% | -8.4% | -6.0% |
| 3M | -14.3% | +32.5% | -46.8% | -20.2% |
| 6M | +110.2% | +33.7% | +76.4% | +92.9% |
| YTD | +159.6% | +13.4% | +146.2% | +141.6% |
| 1Y | +289.3% | +0.6% | +288.7% | +274.9% |
| All | +289.3% | +2.5% | +286.8% | +274.9% |
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