+41.5%
NU vs EQH
+85.2%
-43.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.5% |
| 7D | -4.9% | +0.7% | -5.6% | -5.3% |
| 30D | +7.8% | +2.8% | +5.0% | +6.0% |
| 3M | +20.9% | +23.1% | -2.2% | +5.8% |
| 6M | +0.9% | +41.4% | -40.5% | -19.9% |
| YTD | -12.7% | +14.3% | -26.9% | -20.9% |
| 1Y | -6.4% | +1.6% | -8.0% | -9.1% |
| 3Y | +98.1% | +102.7% | -4.6% | +12.0% |
| All | +41.5% | +85.2% | -43.7% | -16.3% |
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