+22.7%
NXPI vs EQH
+100.2%
-77.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +3.8% |
| 7D | +3.9% | +0.7% | +3.1% | +3.5% |
| 30D | +1.4% | +2.8% | -1.5% | -0.2% |
| 3M | -21.5% | +23.1% | -44.6% | -30.2% |
| 6M | +19.4% | +41.4% | -22.0% | -3.0% |
| YTD | +9.9% | +14.3% | -4.3% | +0.7% |
| 1Y | +7.9% | +1.6% | +6.3% | +5.8% |
| 3Y | +22.7% | +102.7% | -80.0% | -17.2% |
| All | +22.7% | +100.2% | -77.6% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling