+1,291.1%
LITE vs EQH
+232.3%
+1,058.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.5% |
| 7D | -1.5% | +5.5% | -7.0% | -4.1% |
| 30D | +6.7% | +3.2% | +3.4% | +4.6% |
| 3M | -6.8% | +32.5% | -39.3% | -19.5% |
| 6M | +29.4% | +33.7% | -4.3% | +10.1% |
| YTD | +139.1% | +13.4% | +125.6% | +117.8% |
| 1Y | +521.0% | +0.6% | +520.4% | +495.3% |
| 3Y | +1,535.3% | +95.1% | +1,440.2% | +1,064.7% |
| 5Y | +889.8% | +92.7% | +797.2% | +594.3% |
| All | +1,291.1% | +232.3% | +1,058.8% | +624.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling