+47.6%
ON vs EQH
+18.6%
+28.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -2.4% |
| 7D | -5.8% | +2.8% | -8.6% | -6.6% |
| 30D | -17.1% | +3.9% | -21.0% | -18.1% |
| 3M | -11.8% | +16.3% | -28.1% | -15.8% |
| 6M | -30.2% | +37.1% | -67.3% | -37.3% |
| YTD | +31.6% | +20.2% | +11.3% | +20.5% |
| 1Y | +47.6% | +17.9% | +29.6% | +36.3% |
| All | +47.6% | +18.6% | +28.9% | +36.3% |
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