-54.2%
NVD vs EQH
+3.9%
-58.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.2% | +0.7% |
| 7D | +10.8% | +0.7% | +10.1% | +11.1% |
| 30D | +0.8% | +2.8% | -2.1% | +2.1% |
| 3M | -20.8% | +23.1% | -43.9% | -15.0% |
| 6M | -41.2% | +41.4% | -82.5% | -32.2% |
| YTD | -44.2% | +14.3% | -58.5% | -37.8% |
| 1Y | -54.2% | +1.6% | -55.8% | -48.8% |
| All | -54.2% | +3.9% | -58.0% | -48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling