+87.0%
PR vs EQH
+18.6%
+68.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.1% | -6.4% |
| 7D | -12.1% | +2.8% | -14.9% | -11.9% |
| 30D | +0.9% | +3.9% | -3.0% | +1.3% |
| 3M | +10.1% | +16.3% | -6.2% | +11.5% |
| 6M | +1.1% | +37.1% | -36.0% | +2.6% |
| YTD | +63.7% | +20.2% | +43.4% | +71.0% |
| 1Y | +87.0% | +17.9% | +69.1% | +96.4% |
| All | +87.0% | +18.6% | +68.4% | +96.4% |
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