+139.3%
LTH vs EQH
+90.3%
+49.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | 0.0% | -0.7% |
| 7D | +1.5% | +5.4% | -3.9% | -1.7% |
| 30D | -3.1% | +1.0% | -4.1% | -4.0% |
| 3M | +28.1% | +26.7% | +1.4% | +9.5% |
| 6M | +67.4% | +34.4% | +33.0% | +36.9% |
| YTD | +59.8% | +11.5% | +48.3% | +46.3% |
| 1Y | +45.6% | +0.4% | +45.2% | +41.9% |
| 3Y | +162.0% | +96.5% | +65.5% | +49.3% |
| All | +139.3% | +90.3% | +49.0% | +37.1% |
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 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