+133.7%
LTH vs EQH
+92.4%
+41.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.2% |
| 7D | -3.7% | -1.8% | -2.0% | -2.7% |
| 30D | -5.3% | +2.4% | -7.8% | -6.9% |
| 3M | +24.2% | +26.3% | -2.1% | +6.5% |
| 6M | +54.8% | +35.8% | +19.0% | +25.8% |
| YTD | +56.1% | +12.7% | +43.4% | +41.9% |
| 1Y | +45.5% | +2.5% | +43.1% | +40.1% |
| 3Y | +155.9% | +98.6% | +57.3% | +44.8% |
| All | +133.7% | +92.4% | +41.3% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling