+21.0%
PL vs EQH
+27.1%
-6.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -1.1% |
| 7D | +10.0% | +6.5% | +3.5% | +6.7% |
| 30D | -2.3% | +6.1% | -8.4% | -4.8% |
| 3M | -44.2% | +6.2% | -50.5% | -45.8% |
| 6M | -66.1% | +38.1% | -104.2% | -71.5% |
| YTD | -30.0% | +20.2% | -50.1% | -36.5% |
| 1Y | +21.0% | +27.6% | -6.6% | +2.5% |
| All | +21.0% | +27.1% | -6.0% | +2.5% |
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