+50.8%
NDAQ vs EQH
+102.2%
-51.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.1% |
| 7D | -5.6% | +0.7% | -6.3% | -5.8% |
| 30D | -4.4% | +2.8% | -7.2% | -5.4% |
| 3M | +5.9% | +23.1% | -17.2% | -2.0% |
| 6M | +7.7% | +41.4% | -33.7% | -5.9% |
| YTD | -5.2% | +14.3% | -19.4% | -10.5% |
| 1Y | -3.4% | +1.6% | -5.0% | -5.2% |
| 3Y | +85.6% | +102.7% | -17.1% | +39.0% |
| All | +50.8% | +102.2% | -51.4% | +10.5% |
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