-22.4%
IP vs EQH
+0.8%
-23.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.1% |
| 7D | -4.6% | +1.1% | -5.7% | -5.0% |
| 30D | -15.3% | -1.1% | -14.2% | -15.0% |
| 3M | +2.7% | +25.0% | -22.3% | -6.4% |
| 6M | -7.4% | +33.9% | -41.3% | -18.4% |
| YTD | -8.8% | +11.6% | -20.4% | -14.1% |
| 1Y | -22.4% | +1.5% | -24.0% | -26.7% |
| All | -22.4% | +0.8% | -23.3% | -26.7% |
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