-20.7%
SPXU vs EQH
+12.7%
-33.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -5.7% | +18.9% | +9.6% |
| 7D | +14.2% | -3.1% | +17.3% | +12.5% |
| 30D | +19.3% | -2.9% | +22.3% | +17.8% |
| 3M | +16.2% | +3.1% | +13.0% | +19.2% |
| 6M | -3.5% | +21.8% | -25.3% | +10.1% |
| YTD | -19.2% | +13.3% | -32.5% | -7.7% |
| 1Y | -20.7% | +20.1% | -40.8% | -5.7% |
| All | -20.7% | +12.7% | -33.4% | -5.7% |
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 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