+85.0%
NDAQ vs EQH
+100.2%
-15.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.4% |
| 7D | -5.9% | +0.7% | -6.6% | -6.1% |
| 30D | -4.7% | +2.8% | -7.5% | -5.7% |
| 3M | +5.5% | +23.1% | -17.6% | -2.1% |
| 6M | +7.4% | +41.4% | -34.0% | -6.0% |
| YTD | -5.5% | +14.3% | -19.7% | -10.6% |
| 1Y | -3.7% | +1.6% | -5.3% | -5.3% |
| 3Y | +85.0% | +102.7% | -17.7% | +43.4% |
| All | +85.0% | +100.2% | -15.2% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling