-23.8%
SPOT vs EQH
+3.9%
-27.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -3.1% | +0.7% | -3.8% | -3.2% |
| 30D | +7.4% | +2.8% | +4.5% | +6.7% |
| 3M | +8.2% | +23.1% | -14.9% | +3.3% |
| 6M | +2.2% | +41.4% | -39.2% | -6.8% |
| YTD | -9.5% | +14.3% | -23.7% | -12.9% |
| 1Y | -23.8% | +1.6% | -25.4% | -23.2% |
| All | -23.8% | +3.9% | -27.7% | -23.2% |
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