-79.9%
SPXU vs EQH
+100.2%
-180.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -1.2% |
| 7D | +2.5% | +0.7% | +1.8% | +3.2% |
| 30D | +4.2% | +2.8% | +1.4% | +7.1% |
| 3M | -9.3% | +23.1% | -32.3% | +9.9% |
| 6M | -30.7% | +41.4% | -72.1% | -2.4% |
| YTD | -28.1% | +14.3% | -42.4% | -16.0% |
| 1Y | -35.2% | +1.6% | -36.8% | -32.3% |
| 3Y | -79.9% | +102.7% | -182.6% | -56.7% |
| All | -79.9% | +100.2% | -180.2% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling