+1.2%
NOW vs EQH
+94.3%
-93.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.4% |
| 7D | -9.9% | -1.8% | -8.1% | -9.1% |
| 30D | +2.8% | +2.4% | +0.4% | +1.5% |
| 3M | +23.7% | +26.3% | -2.6% | +9.1% |
| 6M | +12.5% | +35.8% | -23.3% | -5.1% |
| YTD | -14.4% | +12.7% | -27.0% | -20.7% |
| 1Y | -29.0% | +2.5% | -31.4% | -31.2% |
| 3Y | +9.3% | +98.6% | -89.3% | -29.4% |
| 5Y | +1.2% | +101.7% | -100.5% | -33.9% |
| All | +1.2% | +94.3% | -93.1% | -33.9% |
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