+27.5%
SOLS vs EQH
+14.8%
+12.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.1% |
| 7D | -3.5% | +0.7% | -4.2% | -3.5% |
| 30D | -1.0% | +2.8% | -3.8% | -1.1% |
| 3M | -24.1% | +23.1% | -47.2% | -24.8% |
| 6M | -18.0% | +41.4% | -59.4% | -20.3% |
| YTD | +27.1% | +14.3% | +12.8% | +20.5% |
| All | +27.5% | +14.8% | +12.8% | +15.7% |
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 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