+26.7%
Q vs EQH
+10.1%
+16.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.0% |
| 7D | +0.2% | +5.5% | -5.3% | -1.5% |
| 30D | -11.1% | +3.2% | -14.4% | -12.2% |
| 3M | -22.1% | +32.5% | -54.7% | -30.7% |
| 6M | +0.5% | +33.7% | -33.3% | -12.0% |
| YTD | +47.8% | +13.4% | +34.4% | +36.5% |
| All | +26.7% | +10.1% | +16.6% | +16.6% |
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 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