+130.7%
NFLX vs EQH
+226.9%
-96.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -8.1% | +1.1% | -9.2% | -8.3% |
| 30D | -0.3% | -1.1% | +0.8% | -0.1% |
| 3M | -6.6% | +25.0% | -31.6% | -11.7% |
| 6M | -22.7% | +33.9% | -56.6% | -28.4% |
| YTD | -18.9% | +11.6% | -30.5% | -21.7% |
| 1Y | -39.8% | +1.5% | -41.3% | -40.7% |
| 3Y | +71.7% | +96.7% | -25.0% | +41.8% |
| 5Y | +27.2% | +93.9% | -66.6% | +5.0% |
| All | +130.7% | +226.9% | -96.2% | +64.7% |
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 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