-39.1%
SPXU vs EQH
+2.5%
-41.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +0.7% |
| 7D | -0.1% | +5.5% | -5.6% | +2.8% |
| 30D | +0.8% | +3.2% | -2.4% | +2.8% |
| 3M | -4.7% | +32.5% | -37.2% | +12.0% |
| 6M | -29.6% | +33.7% | -63.4% | -14.5% |
| YTD | -29.9% | +13.4% | -43.3% | -20.3% |
| 1Y | -39.1% | +0.6% | -39.7% | -31.9% |
| All | -39.1% | +2.5% | -41.5% | -31.9% |
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