+40.0%
PATH vs EQH
+2.5%
+37.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.1% | -15.5% | -16.3% |
| 7D | -16.3% | +5.5% | -21.8% | -17.5% |
| 30D | +9.9% | +3.2% | +6.7% | +8.9% |
| 3M | +30.2% | +32.5% | -2.4% | +19.1% |
| 6M | +37.2% | +33.7% | +3.5% | +23.8% |
| YTD | -7.3% | +13.4% | -20.8% | -12.2% |
| 1Y | +40.0% | +0.6% | +39.4% | +29.8% |
| All | +40.0% | +2.5% | +37.5% | +29.8% |
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