+17.6%
IVV vs EQH
+2.6%
+14.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | -2.0% | -1.8% | -0.3% | -1.7% |
| 30D | -1.6% | +2.4% | -4.1% | -2.1% |
| 3M | +4.8% | +26.3% | -21.5% | +0.2% |
| 6M | +12.6% | +35.8% | -23.2% | +5.7% |
| YTD | +11.8% | +12.7% | -0.9% | +7.9% |
| 1Y | +17.6% | +2.5% | +15.1% | +13.8% |
| All | +17.6% | +2.6% | +14.9% | +13.8% |
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