+13.6%
KMB vs EQH
+18.6%
-5.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.6% | +3.9% |
| 7D | +0.4% | +2.8% | -2.4% | 0.0% |
| 30D | +14.0% | +3.9% | +10.1% | +13.5% |
| 3M | -1.3% | +16.3% | -17.6% | -3.1% |
| 6M | +16.7% | +37.1% | -20.4% | +12.4% |
| YTD | +12.0% | +20.2% | -8.2% | +7.0% |
| 1Y | +13.6% | +17.9% | -4.3% | +8.8% |
| All | +13.6% | +18.6% | -5.0% | +8.8% |
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