+113.9%
SOXX vs EQH
+2.5%
+111.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.7% |
| 7D | +2.2% | +5.5% | -3.3% | +1.0% |
| 30D | -2.0% | +3.2% | -5.3% | -2.8% |
| 3M | -13.7% | +32.5% | -46.2% | -19.8% |
| 6M | +52.4% | +33.7% | +18.6% | +40.0% |
| YTD | +72.8% | +13.4% | +59.4% | +63.0% |
| 1Y | +113.9% | +0.6% | +113.3% | +103.2% |
| All | +113.9% | +2.5% | +111.4% | +103.2% |
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 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