+154.8%
NEE vs EQH
+230.1%
-75.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.5% |
| 7D | -1.9% | -1.8% | -0.2% | -1.6% |
| 30D | -3.1% | +2.4% | -5.6% | -3.7% |
| 3M | -2.4% | +26.3% | -28.7% | -7.3% |
| 6M | -8.6% | +35.8% | -44.4% | -14.8% |
| YTD | +4.9% | +12.7% | -7.7% | +1.4% |
| 1Y | +19.4% | +2.5% | +16.9% | +17.5% |
| 3Y | +34.9% | +98.6% | -63.8% | +10.6% |
| 5Y | +11.0% | +101.7% | -90.7% | -11.1% |
| All | +154.8% | +230.1% | -75.3% | +57.0% |
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