-77.0%
PLTD vs EQH
+14.8%
-91.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.1% | +1.4% |
| 7D | +4.5% | +5.4% | -0.9% | +7.6% |
| 30D | -0.7% | +1.0% | -1.8% | 0.0% |
| 3M | -31.0% | +26.7% | -57.8% | -20.7% |
| 6M | -24.8% | +34.4% | -59.2% | -9.4% |
| YTD | -18.6% | +11.5% | -30.0% | -12.9% |
| 1Y | -31.8% | +0.4% | -32.2% | -32.8% |
| All | -77.0% | +14.8% | -91.8% | -69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling