+284.7%
P vs EQH
+82.2%
+202.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.3% |
| 7D | +11.6% | +6.5% | +5.1% | +8.2% |
| 30D | -23.7% | +6.1% | -29.8% | -25.6% |
| 3M | -8.0% | +6.2% | -14.2% | -10.5% |
| 6M | +27.9% | +38.1% | -10.2% | +8.4% |
| YTD | +61.2% | +20.2% | +41.0% | +45.2% |
| 1Y | +28.6% | +27.6% | +1.0% | +11.6% |
| 3Y | +200.5% | +128.8% | +71.7% | +92.9% |
| All | +284.7% | +82.2% | +202.5% | +172.9% |
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