+413.7%
JBL vs EQH
+102.2%
+311.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.4% | +3.6% | +4.4% |
| 7D | +2.4% | +0.7% | +1.7% | +2.1% |
| 30D | -13.1% | +2.8% | -15.9% | -14.4% |
| 3M | -15.6% | +23.1% | -38.7% | -24.7% |
| 6M | +24.6% | +41.4% | -16.8% | +2.4% |
| YTD | +39.6% | +14.3% | +25.3% | +27.7% |
| 1Y | +48.6% | +1.6% | +47.0% | +44.2% |
| 3Y | +197.3% | +102.7% | +94.5% | +92.4% |
| All | +413.7% | +102.2% | +311.5% | +218.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling