-24.1%
OPEN vs EQH
+97.5%
-121.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.6% | -7.4% |
| 7D | -10.5% | -1.8% | -8.8% | -9.3% |
| 30D | -21.8% | +2.4% | -24.2% | -23.5% |
| 3M | -37.5% | +26.3% | -63.8% | -49.3% |
| 6M | -44.1% | +35.8% | -79.9% | -58.0% |
| YTD | -52.0% | +12.7% | -64.6% | -57.5% |
| 1Y | -52.2% | +2.5% | -54.7% | -53.8% |
| All | -24.1% | +97.5% | -121.6% | -72.3% |
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 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