+322.4%
NET vs EQH
+118.7%
+203.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.5% |
| 7D | -16.4% | +2.8% | -19.2% | -17.7% |
| 30D | -25.8% | +3.9% | -29.8% | -27.7% |
| 3M | -11.5% | +16.3% | -27.8% | -19.9% |
| 6M | +18.9% | +37.1% | -18.2% | -3.8% |
| YTD | +35.2% | +20.2% | +15.0% | +18.3% |
| 1Y | +14.5% | +17.9% | -3.5% | +1.1% |
| All | +322.4% | +118.7% | +203.7% | +120.5% |
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 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