+88.7%
RIG vs EQH
+2.5%
+86.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.7% |
| 7D | +0.9% | +5.5% | -4.6% | +0.4% |
| 30D | +13.8% | +3.2% | +10.6% | +13.5% |
| 3M | -6.4% | +32.5% | -38.9% | -9.5% |
| 6M | -8.2% | +33.7% | -41.9% | -11.3% |
| YTD | +41.6% | +13.4% | +28.2% | +42.4% |
| 1Y | +88.7% | +0.6% | +88.1% | +94.9% |
| All | +88.7% | +2.5% | +86.3% | +94.9% |
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