+18.7%
PATH vs EQH
+0.1%
+18.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -1.7% | -6.0% | -7.2% |
| 7D | -22.8% | +5.4% | -28.2% | -23.9% |
| 30D | -6.9% | +1.0% | -7.9% | -7.1% |
| 3M | +25.4% | +26.7% | -1.3% | +16.2% |
| 6M | +18.1% | +34.4% | -16.2% | +6.0% |
| YTD | -14.5% | +11.5% | -26.0% | -18.5% |
| 1Y | +18.7% | +0.4% | +18.3% | +11.8% |
| All | +18.7% | +0.1% | +18.7% | +11.8% |
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