-41.8%
INTU vs EQH
+99.4%
-141.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | -9.2% | -1.8% | -7.4% | -8.4% |
| 30D | -7.0% | +2.4% | -9.5% | -8.1% |
| 3M | +10.5% | +26.3% | -15.8% | -1.4% |
| 6M | -30.6% | +35.8% | -66.4% | -40.8% |
| YTD | -52.3% | +12.7% | -65.0% | -55.6% |
| 1Y | -51.8% | +2.5% | -54.3% | -53.1% |
| 3Y | -41.8% | +98.6% | -140.5% | -62.9% |
| All | -41.8% | +99.4% | -141.2% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling