+280.4%
MSCI vs EQH
+234.7%
+45.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.7% |
| 7D | -3.2% | +0.7% | -3.9% | -3.5% |
| 30D | -1.1% | +2.8% | -4.0% | -2.3% |
| 3M | -6.3% | +23.1% | -29.4% | -13.8% |
| 6M | +2.1% | +41.4% | -39.3% | -11.6% |
| YTD | -2.3% | +14.3% | -16.5% | -8.4% |
| 1Y | -3.9% | +1.6% | -5.5% | -6.0% |
| 3Y | +7.5% | +102.7% | -95.3% | -22.8% |
| 5Y | -9.8% | +104.5% | -114.3% | -36.1% |
| All | +280.4% | +234.7% | +45.7% | +92.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling