+31.4%
PPG vs EQH
+12.7%
+18.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.7% | +2.6% | -1.4% |
| 7D | +2.7% | -3.1% | +5.8% | +3.8% |
| 30D | +15.7% | -2.9% | +18.6% | +16.8% |
| 3M | +4.1% | +3.1% | +1.0% | +2.9% |
| 6M | +17.3% | +21.8% | -4.5% | +9.7% |
| YTD | +22.5% | +13.3% | +9.2% | +15.4% |
| 1Y | +31.4% | +20.1% | +11.3% | +20.9% |
| All | +31.4% | +12.7% | +18.7% | +20.9% |
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