+50.4%
RSP vs EQH
+94.3%
-43.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.0% |
| 7D | -3.1% | -1.8% | -1.4% | -2.5% |
| 30D | -3.4% | +2.4% | -5.8% | -4.3% |
| 3M | +3.6% | +26.3% | -22.7% | -5.3% |
| 6M | +9.0% | +35.8% | -26.8% | -3.7% |
| YTD | +12.2% | +12.7% | -0.5% | +6.0% |
| 1Y | +15.6% | +2.5% | +13.1% | +12.9% |
| 3Y | +51.6% | +98.6% | -47.0% | +9.0% |
| 5Y | +50.4% | +101.7% | -51.3% | +3.7% |
| All | +50.4% | +94.3% | -43.9% | +3.7% |
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 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