+357.4%
SOXL vs EQH
+2.5%
+354.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +11.0% | +10.5% |
| 7D | +5.3% | +5.5% | -0.2% | +1.8% |
| 30D | -11.2% | +3.2% | -14.4% | -13.4% |
| 3M | -55.4% | +32.5% | -87.9% | -64.3% |
| 6M | +107.1% | +33.7% | +73.4% | +61.8% |
| YTD | +179.0% | +13.4% | +165.6% | +136.9% |
| 1Y | +357.4% | +0.6% | +356.8% | +299.0% |
| All | +357.4% | +2.5% | +354.9% | +299.0% |
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