-71.6%
OPEN vs EQH
+207.6%
-279.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.3% |
| 7D | +1.0% | +5.4% | -4.4% | -2.9% |
| 30D | -11.9% | +1.0% | -12.9% | -12.9% |
| 3M | -28.8% | +26.7% | -55.5% | -40.9% |
| 6M | -38.6% | +34.4% | -73.0% | -51.7% |
| YTD | -47.3% | +11.5% | -58.8% | -52.5% |
| 1Y | -49.2% | +0.4% | -49.6% | -50.4% |
| 3Y | -18.8% | +96.5% | -115.3% | -51.9% |
| 5Y | -83.6% | +93.4% | -177.0% | -89.9% |
| All | -71.6% | +207.6% | -279.1% | -79.7% |
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