-8.1%
PATH vs EQH
+27.3%
-35.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +0.7% | +5.1% | -4.4% | -1.1% |
| 30D | -1.1% | +4.7% | -5.9% | -2.8% |
| 3M | -14.2% | +7.2% | -21.4% | -16.2% |
| 6M | +30.9% | +38.9% | -8.0% | +15.5% |
| YTD | -20.1% | +19.2% | -39.2% | -25.7% |
| 1Y | -8.1% | +25.5% | -33.6% | -16.1% |
| All | -8.1% | +27.3% | -35.4% | -16.1% |
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