-76.6%
PLTD vs EQH
+17.7%
-94.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | 0.0% |
| 7D | +4.2% | +0.7% | +3.5% | +4.7% |
| 30D | +0.7% | +2.8% | -2.1% | +2.5% |
| 3M | -32.4% | +23.1% | -55.5% | -23.6% |
| 6M | -26.2% | +41.4% | -67.6% | -8.3% |
| YTD | -17.0% | +14.3% | -31.3% | -10.1% |
| 1Y | -26.7% | +1.6% | -28.3% | -27.5% |
| All | -76.6% | +17.7% | -94.2% | -68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling