-33.3%
PLTD vs EQH
+2.5%
-35.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.1% | +5.7% | +4.4% |
| 7D | +5.9% | +5.5% | +0.4% | +7.2% |
| 30D | -11.6% | +3.2% | -14.8% | -10.9% |
| 3M | -29.9% | +32.5% | -62.5% | -24.8% |
| 6M | -28.5% | +33.7% | -62.3% | -22.1% |
| YTD | -20.4% | +13.4% | -33.8% | -15.6% |
| 1Y | -33.3% | +0.6% | -33.8% | -30.3% |
| All | -33.3% | +2.5% | -35.7% | -30.3% |
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