+26.6%
IP vs EQH
+101.9%
-75.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.6% |
| 7D | -5.3% | +5.5% | -10.8% | -7.4% |
| 30D | -10.9% | +3.2% | -14.1% | -12.3% |
| 3M | +11.2% | +32.5% | -21.4% | -1.9% |
| 6M | -10.2% | +33.7% | -44.0% | -21.5% |
| YTD | -2.0% | +13.4% | -15.4% | -8.4% |
| 1Y | -19.1% | +0.6% | -19.7% | -20.6% |
| All | +26.6% | +101.9% | -75.3% | -8.0% |
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 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