+254.5%
NDAQ vs EQH
+226.9%
+27.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -1.6% | +1.1% | -2.7% | -1.9% |
| 30D | -1.5% | -1.1% | -0.4% | -1.2% |
| 3M | +8.0% | +25.0% | -17.0% | -0.1% |
| 6M | +7.7% | +33.9% | -26.2% | -3.2% |
| YTD | -2.3% | +11.6% | -13.9% | -6.8% |
| 1Y | +0.6% | +1.5% | -1.0% | -1.2% |
| 3Y | +90.9% | +96.7% | -5.8% | +47.6% |
| 5Y | +52.5% | +93.9% | -41.4% | +15.8% |
| All | +254.5% | +226.9% | +27.6% | +97.8% |
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