-22.5%
LEN vs EQH
+18.6%
-41.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.6% | +5.5% | +6.7% |
| 7D | +10.5% | +2.8% | +7.7% | +9.8% |
| 30D | +24.6% | +3.9% | +20.7% | +23.6% |
| 3M | +6.6% | +16.3% | -9.7% | +2.5% |
| 6M | +10.6% | +37.1% | -26.5% | +1.7% |
| YTD | -8.3% | +20.2% | -28.5% | -12.6% |
| 1Y | -22.5% | +17.9% | -40.5% | -25.3% |
| All | -22.5% | +18.6% | -41.1% | -25.3% |
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