+11.5%
QQQ vs EQH
+19.6%
-8.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -4.6% | +2.8% | -7.4% | -5.2% |
| 30D | -8.5% | +3.9% | -12.4% | -9.2% |
| 3M | -4.3% | +16.3% | -20.6% | -7.4% |
| 6M | +3.1% | +37.1% | -34.1% | -4.2% |
| YTD | +13.0% | +20.2% | -7.2% | +6.6% |
| All | +11.5% | +19.6% | -8.0% | +4.2% |
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