+42.7%
ORCL vs EQH
+82.2%
-39.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.7% |
| 7D | +8.0% | +6.5% | +1.4% | +5.4% |
| 30D | -4.0% | +6.1% | -10.1% | -6.1% |
| 3M | -19.5% | +6.2% | -25.7% | -21.4% |
| 6M | -33.5% | +38.1% | -71.5% | -41.3% |
| YTD | -34.8% | +20.2% | -55.0% | -39.7% |
| 1Y | -41.6% | +27.6% | -69.2% | -47.3% |
| 3Y | +13.8% | +128.8% | -115.0% | -16.0% |
| All | +42.7% | +82.2% | -39.6% | +9.7% |
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 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