-49.7%
INTU vs EQH
+2.5%
-52.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.1% |
| 7D | -7.1% | +5.5% | -12.6% | -8.3% |
| 30D | +1.5% | +3.2% | -1.8% | +0.6% |
| 3M | +10.7% | +32.5% | -21.9% | +2.2% |
| 6M | -23.8% | +33.7% | -57.6% | -30.7% |
| YTD | -49.3% | +13.4% | -62.7% | -50.7% |
| 1Y | -49.7% | +0.6% | -50.2% | -49.7% |
| All | -49.7% | +2.5% | -52.1% | -49.7% |
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