-8.7%
KVUE vs EQH
+100.2%
-109.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | -5.1% | +0.7% | -5.8% | -5.2% |
| 30D | -6.3% | +2.8% | -9.2% | -6.7% |
| 3M | -0.5% | +23.1% | -23.6% | -3.2% |
| 6M | +3.1% | +41.4% | -38.3% | -1.6% |
| YTD | +6.7% | +14.3% | -7.6% | +4.2% |
| 1Y | -1.1% | +1.6% | -2.7% | -2.2% |
| 3Y | -8.7% | +102.7% | -111.5% | -20.1% |
| All | -8.7% | +100.2% | -109.0% | -20.1% |
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