+206.7%
RTX vs EQH
+226.9%
-20.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -1.6% | +1.1% | -2.7% | -2.1% |
| 30D | -11.6% | -1.1% | -10.5% | -11.3% |
| 3M | +9.2% | +25.0% | -15.8% | -1.3% |
| 6M | -4.4% | +33.9% | -38.3% | -16.9% |
| YTD | +8.9% | +11.6% | -2.7% | +1.9% |
| 1Y | +32.1% | +1.5% | +30.6% | +28.3% |
| 3Y | +151.2% | +96.7% | +54.5% | +68.6% |
| 5Y | +162.9% | +93.9% | +69.0% | +68.5% |
| All | +206.7% | +226.9% | -20.1% | +34.4% |
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