-14.3%
META vs EQH
+0.8%
-15.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.5% |
| 7D | +10.3% | +1.1% | +9.2% | +10.0% |
| 30D | +9.9% | -1.1% | +11.0% | +10.0% |
| 3M | +11.9% | +25.0% | -13.1% | +7.6% |
| 6M | +1.2% | +33.9% | -32.7% | -5.4% |
| YTD | -0.8% | +11.6% | -12.4% | -5.5% |
| 1Y | -14.3% | +1.5% | -15.9% | -17.9% |
| All | -14.3% | +0.8% | -15.2% | -17.9% |
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