+219.5%
PAAS vs EQH
+226.5%
-7.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.1% | -0.3% |
| 7D | +2.0% | +5.4% | -3.4% | +0.8% |
| 30D | -0.1% | +1.0% | -1.1% | -0.4% |
| 3M | +8.2% | +26.7% | -18.5% | +2.6% |
| 6M | -13.8% | +34.4% | -48.2% | -19.7% |
| YTD | -0.6% | +11.5% | -12.1% | -3.7% |
| 1Y | +44.0% | +0.4% | +43.6% | +42.4% |
| 3Y | +246.6% | +96.5% | +150.1% | +193.6% |
| 5Y | +116.1% | +93.4% | +22.7% | +80.8% |
| All | +219.5% | +226.5% | -7.1% | +108.9% |
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 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