+71.6%
INTU vs EQH
+226.9%
-155.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -8.5% | +1.1% | -9.6% | -8.9% |
| 30D | -6.1% | -1.1% | -5.0% | -5.8% |
| 3M | +7.3% | +25.0% | -17.7% | -2.7% |
| 6M | -33.2% | +33.9% | -67.1% | -41.7% |
| YTD | -52.2% | +11.6% | -63.7% | -55.0% |
| 1Y | -52.7% | +1.5% | -54.2% | -53.8% |
| 3Y | -41.6% | +96.7% | -138.3% | -58.5% |
| 5Y | -42.6% | +93.9% | -136.5% | -59.4% |
| All | +71.6% | +226.9% | -155.2% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling