+120.8%
PAAS vs EQH
+94.3%
+26.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.2% | -4.5% |
| 7D | -3.7% | -1.8% | -2.0% | -3.3% |
| 30D | -1.9% | +2.4% | -4.3% | -2.6% |
| 3M | +15.1% | +26.3% | -11.2% | +8.2% |
| 6M | -17.1% | +35.8% | -52.9% | -23.9% |
| YTD | -1.3% | +12.7% | -14.0% | -5.2% |
| 1Y | +41.1% | +2.5% | +38.6% | +38.6% |
| 3Y | +244.2% | +98.6% | +145.6% | +180.3% |
| 5Y | +120.8% | +101.7% | +19.1% | +74.4% |
| All | +120.8% | +94.3% | +26.5% | +74.4% |
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