+206.9%
RTX vs EQH
+234.7%
-27.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.8% |
| 7D | -1.5% | +0.7% | -2.3% | -1.9% |
| 30D | -11.0% | +2.8% | -13.8% | -12.2% |
| 3M | +7.7% | +23.1% | -15.4% | -2.0% |
| 6M | -3.9% | +41.4% | -45.3% | -18.4% |
| YTD | +9.0% | +14.3% | -5.3% | +0.9% |
| 1Y | +27.3% | +1.6% | +25.7% | +23.6% |
| 3Y | +172.9% | +102.7% | +70.2% | +80.6% |
| 5Y | +165.2% | +104.5% | +60.6% | +65.4% |
| All | +206.9% | +234.7% | -27.8% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling