+8.3%
LNT vs EQH
+2.5%
+5.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.0% | -0.1% |
| 7D | -0.1% | +5.5% | -5.6% | +0.1% |
| 30D | -3.2% | +3.2% | -6.4% | -3.1% |
| 3M | -4.1% | +32.5% | -36.6% | -3.5% |
| 6M | -4.6% | +33.7% | -38.3% | -4.0% |
| YTD | +7.0% | +13.4% | -6.4% | +7.2% |
| 1Y | +8.3% | +0.6% | +7.7% | +8.7% |
| All | +8.3% | +2.5% | +5.8% | +8.7% |
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