-41.7%
INTU vs EQH
+97.5%
-139.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | -9.2% | -1.8% | -7.4% | -8.6% |
| 30D | -7.0% | +2.4% | -9.5% | -7.8% |
| 3M | +10.5% | +26.3% | -15.8% | +1.8% |
| 6M | -30.6% | +35.8% | -66.4% | -38.2% |
| YTD | -52.3% | +12.7% | -65.0% | -54.6% |
| 1Y | -51.8% | +2.5% | -54.3% | -52.6% |
| All | -41.7% | +97.5% | -139.2% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling