+52.6%
RSP vs EQH
+100.2%
-47.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.4% |
| 7D | -1.9% | +0.7% | -2.6% | -2.1% |
| 30D | -2.8% | +2.8% | -5.6% | -3.7% |
| 3M | +2.8% | +23.1% | -20.2% | -3.8% |
| 6M | +10.2% | +41.4% | -31.2% | -1.8% |
| YTD | +13.1% | +14.3% | -1.2% | +7.6% |
| 1Y | +14.8% | +1.6% | +13.2% | +13.4% |
| 3Y | +52.6% | +102.7% | -50.1% | +16.9% |
| All | +52.6% | +100.2% | -47.6% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling