+22.6%
QSR vs EQH
+18.6%
+4.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +5.3% |
| 7D | +5.2% | +2.8% | +2.4% | +4.8% |
| 30D | +12.2% | +3.9% | +8.3% | +11.6% |
| 3M | +7.0% | +16.3% | -9.3% | +5.0% |
| 6M | -0.3% | +37.1% | -37.4% | -4.8% |
| YTD | +18.0% | +20.2% | -2.2% | +13.3% |
| 1Y | +22.6% | +17.9% | +4.7% | +18.2% |
| All | +22.6% | +18.6% | +4.0% | +18.2% |
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