-1.4%
LOW vs EQH
+18.6%
-20.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +7.2% |
| 7D | +15.6% | +2.8% | +12.8% | +15.0% |
| 30D | +28.6% | +3.9% | +24.7% | +27.6% |
| 3M | +5.8% | +16.3% | -10.5% | +2.3% |
| 6M | +3.8% | +37.1% | -33.3% | -3.7% |
| YTD | -2.8% | +20.2% | -23.0% | -7.8% |
| 1Y | -1.4% | +17.9% | -19.3% | -5.9% |
| All | -1.4% | +18.6% | -20.0% | -5.9% |
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