+90.0%
RSG vs EQH
+102.2%
-12.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.6% |
| 7D | 0.0% | +0.7% | -0.7% | -0.1% |
| 30D | +4.0% | +2.8% | +1.1% | +3.6% |
| 3M | +7.4% | +23.1% | -15.7% | +4.4% |
| 6M | +0.1% | +41.4% | -41.3% | -4.7% |
| YTD | +6.0% | +14.3% | -8.2% | +3.9% |
| 1Y | -3.0% | +1.6% | -4.6% | -3.4% |
| 3Y | +56.5% | +102.7% | -46.2% | +36.8% |
| All | +90.0% | +102.2% | -12.2% | +64.9% |
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 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