-4.6%
IP vs EQH
+27.1%
-31.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.1% |
| 7D | -0.3% | +6.5% | -6.8% | -2.7% |
| 30D | +7.9% | +6.1% | +1.8% | +5.4% |
| 3M | -15.3% | +6.2% | -21.6% | -17.5% |
| 6M | +10.5% | +38.1% | -27.6% | -4.2% |
| YTD | -9.4% | +20.2% | -29.6% | -16.0% |
| 1Y | -4.6% | +27.6% | -32.2% | -16.0% |
| All | -4.6% | +27.1% | -31.7% | -16.0% |
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 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