+115.1%
NOK vs EQH
+102.2%
+12.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.4% | +3.4% | +4.3% |
| 7D | +11.0% | +0.7% | +10.2% | +10.7% |
| 30D | +7.8% | +2.8% | +5.0% | +6.7% |
| 3M | -21.0% | +23.1% | -44.1% | -27.0% |
| 6M | +40.9% | +41.4% | -0.5% | +22.9% |
| YTD | +72.0% | +14.3% | +57.8% | +61.6% |
| 1Y | +140.9% | +1.6% | +139.3% | +135.8% |
| 3Y | +194.3% | +102.7% | +91.5% | +99.6% |
| All | +115.1% | +102.2% | +12.9% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling