+59.4%
SLB vs EQH
+3.9%
+55.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.1% |
| 7D | -2.5% | +0.7% | -3.2% | -2.6% |
| 30D | +7.1% | +2.8% | +4.3% | +6.5% |
| 3M | +0.6% | +23.1% | -22.5% | -2.8% |
| 6M | +17.6% | +41.4% | -23.8% | +10.5% |
| YTD | +48.5% | +14.3% | +34.2% | +46.5% |
| 1Y | +59.4% | +1.6% | +57.8% | +54.7% |
| All | +59.4% | +3.9% | +55.5% | +54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling