+155.9%
NUE vs EQH
+102.2%
+53.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +0.8% |
| 7D | -0.6% | +0.7% | -1.3% | -1.0% |
| 30D | -4.6% | +2.8% | -7.4% | -6.1% |
| 3M | -0.3% | +23.1% | -23.4% | -11.7% |
| 6M | +51.9% | +41.4% | +10.5% | +23.0% |
| YTD | +60.0% | +14.3% | +45.7% | +45.4% |
| 1Y | +82.9% | +1.6% | +81.3% | +77.4% |
| 3Y | +66.0% | +102.7% | -36.7% | +1.8% |
| All | +155.9% | +102.2% | +53.7% | +43.7% |
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 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