+14.9%
PSA vs EQH
+102.2%
-87.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.4% |
| 7D | -1.8% | +0.7% | -2.5% | -2.0% |
| 30D | -8.4% | +2.8% | -11.2% | -8.9% |
| 3M | -7.8% | +23.1% | -30.9% | -11.6% |
| 6M | +0.8% | +41.4% | -40.6% | -6.2% |
| YTD | +16.5% | +14.3% | +2.2% | +12.7% |
| 1Y | +4.7% | +1.6% | +3.1% | +3.5% |
| 3Y | +21.1% | +102.7% | -81.7% | -1.2% |
| All | +14.9% | +102.2% | -87.3% | -4.6% |
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