-84.3%
OPEN vs EQH
+102.2%
-186.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.7% |
| 7D | -11.4% | +0.7% | -12.1% | -12.1% |
| 30D | -20.1% | +2.8% | -22.9% | -22.5% |
| 3M | -37.6% | +23.1% | -60.7% | -49.8% |
| 6M | -47.1% | +41.4% | -88.5% | -63.5% |
| YTD | -52.1% | +14.3% | -66.4% | -59.5% |
| 1Y | -73.5% | +1.6% | -75.1% | -74.9% |
| 3Y | -24.4% | +102.7% | -127.1% | -68.8% |
| All | -84.3% | +102.2% | -186.5% | -93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling