-28.0%
ORCL vs EQH
+2.5%
-30.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.4% |
| 7D | +5.3% | +5.5% | -0.2% | +3.5% |
| 30D | +10.0% | +3.2% | +6.7% | +8.8% |
| 3M | -32.6% | +32.5% | -65.1% | -37.6% |
| 6M | +4.9% | +33.7% | -28.8% | -4.0% |
| YTD | -17.8% | +13.4% | -31.2% | -25.0% |
| 1Y | -28.0% | +0.6% | -28.6% | -37.3% |
| All | -28.0% | +2.5% | -30.4% | -37.3% |
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