+101.6%
PSX vs EQH
+3.9%
+97.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.4% |
| 7D | +1.7% | +0.7% | +1.0% | +1.7% |
| 30D | +15.6% | +2.8% | +12.8% | +15.7% |
| 3M | +46.5% | +23.1% | +23.4% | +47.2% |
| 6M | +55.0% | +41.4% | +13.6% | +55.9% |
| YTD | +105.3% | +14.3% | +91.0% | +112.8% |
| 1Y | +101.6% | +1.6% | +100.0% | +105.0% |
| All | +101.6% | +3.9% | +97.7% | +105.0% |
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