+287.4%
NET vs EQH
+106.2%
+181.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -5.7% | -2.6% | -4.9% |
| 7D | -21.2% | -3.1% | -18.1% | -19.6% |
| 30D | -31.1% | -2.9% | -28.2% | -30.0% |
| 3M | -16.5% | +3.1% | -19.7% | -18.4% |
| 6M | 0.0% | +21.8% | -21.8% | -12.9% |
| YTD | +24.0% | +13.3% | +10.7% | +12.5% |
| 1Y | +7.0% | +20.1% | -13.1% | -6.8% |
| All | +287.4% | +106.2% | +181.3% | +109.7% |
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