-76.4%
PLTD vs EQH
+16.0%
-92.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +2.8% |
| 7D | +9.9% | -1.8% | +11.7% | +8.9% |
| 30D | +3.8% | +2.4% | +1.4% | +5.4% |
| 3M | -32.3% | +26.3% | -58.6% | -22.3% |
| 6M | -25.9% | +35.8% | -61.7% | -10.1% |
| YTD | -16.4% | +12.7% | -29.1% | -10.1% |
| 1Y | -25.2% | +2.5% | -27.6% | -25.2% |
| All | -76.4% | +16.0% | -92.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling