+106.4%
SBUX vs EQH
+230.1%
-123.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.2% |
| 7D | -6.2% | -1.8% | -4.5% | -5.6% |
| 30D | -6.4% | +2.4% | -8.9% | -7.4% |
| 3M | +1.0% | +26.3% | -25.3% | -8.3% |
| 6M | -0.4% | +35.8% | -36.2% | -12.7% |
| YTD | +20.0% | +12.7% | +7.3% | +12.6% |
| 1Y | +22.8% | +2.5% | +20.3% | +19.0% |
| 3Y | +12.3% | +98.6% | -86.3% | -18.7% |
| 5Y | -6.4% | +101.7% | -108.1% | -34.5% |
| All | +106.4% | +230.1% | -123.6% | +5.2% |
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