+266.3%
NOW vs EQH
+226.9%
+39.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -4.1% | +1.1% | -5.2% | -4.4% |
| 30D | +2.9% | -1.1% | +4.0% | +3.2% |
| 3M | +22.6% | +25.0% | -2.5% | +12.4% |
| 6M | +7.5% | +33.9% | -26.4% | -4.2% |
| YTD | -14.4% | +11.6% | -26.0% | -18.7% |
| 1Y | -29.8% | +1.5% | -31.3% | -31.2% |
| 3Y | +9.2% | +96.7% | -87.5% | -16.5% |
| 5Y | +0.8% | +93.9% | -93.0% | -22.9% |
| All | +266.3% | +226.9% | +39.4% | +113.7% |
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