+57.4%
INTC vs EQH
+18.6%
+38.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -4.1% |
| 7D | -39.0% | +2.8% | -41.8% | -39.3% |
| 30D | -49.8% | +3.9% | -53.8% | -50.2% |
| 3M | -42.2% | +16.3% | -58.5% | -44.2% |
| 6M | -39.2% | +37.1% | -76.3% | -44.0% |
| YTD | +57.9% | +20.2% | +37.7% | +43.5% |
| 1Y | +57.4% | +17.9% | +39.4% | +43.6% |
| All | +57.4% | +18.6% | +38.7% | +43.6% |
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