+135.5%
RMD vs EQH
+226.9%
-91.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -4.7% | +1.1% | -5.8% | -5.0% |
| 30D | +0.2% | -1.1% | +1.3% | +0.4% |
| 3M | +12.0% | +25.0% | -13.0% | +5.1% |
| 6M | -12.5% | +33.9% | -46.4% | -19.9% |
| YTD | -7.9% | +11.6% | -19.5% | -11.5% |
| 1Y | -20.4% | +1.5% | -21.9% | -21.7% |
| 3Y | +53.1% | +96.7% | -43.6% | +21.3% |
| 5Y | -22.1% | +93.9% | -116.0% | -39.1% |
| All | +135.5% | +226.9% | -91.3% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling