+382.2%
NUE vs EQH
+234.7%
+147.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.6% |
| 6M | +51.9% | +41.4% | +10.5% | +23.5% |
| YTD | +60.0% | +14.3% | +45.7% | +45.1% |
| 1Y | +82.9% | +1.6% | +81.3% | +76.2% |
| 3Y | +66.0% | +102.7% | -36.7% | +5.8% |
| 5Y | +149.0% | +104.5% | +44.4% | +55.3% |
| All | +382.2% | +234.7% | +147.5% | +128.7% |
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