+33.0%
Q vs EQH
+10.9%
+22.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +2.1% |
| 7D | +4.9% | +0.7% | +4.2% | +4.7% |
| 30D | -11.0% | +2.8% | -13.8% | -11.8% |
| 3M | -15.2% | +23.1% | -38.3% | -22.0% |
| 6M | +8.8% | +41.4% | -32.6% | -7.0% |
| YTD | +55.1% | +14.3% | +40.8% | +42.9% |
| All | +33.0% | +10.9% | +22.1% | +22.0% |
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 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