+73.0%
O vs EQH
+226.9%
-153.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.3% | +1.1% | -3.4% | -2.6% |
| 30D | -2.4% | -1.1% | -1.3% | -2.3% |
| 3M | -0.6% | +25.0% | -25.6% | -7.8% |
| 6M | -5.0% | +33.9% | -38.9% | -14.4% |
| YTD | +10.4% | +11.6% | -1.2% | +5.0% |
| 1Y | +6.6% | +1.5% | +5.0% | +4.1% |
| 3Y | +28.4% | +96.7% | -68.3% | -6.1% |
| 5Y | +15.3% | +93.9% | -78.6% | -18.7% |
| All | +73.0% | +226.9% | -153.8% | -16.4% |
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