+2,008.1%
STX vs EQH
+226.9%
+1,781.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +9.6% | +1.1% | +8.5% | +8.9% |
| 30D | +10.6% | -1.1% | +11.7% | +10.8% |
| 3M | +4.8% | +25.0% | -20.2% | -5.0% |
| 6M | +137.3% | +33.9% | +103.4% | +107.1% |
| YTD | +222.5% | +11.6% | +210.9% | +202.1% |
| 1Y | +366.2% | +1.5% | +364.7% | +350.1% |
| 3Y | +1,352.9% | +96.7% | +1,256.2% | +938.4% |
| 5Y | +1,077.4% | +93.9% | +983.6% | +734.1% |
| All | +2,008.1% | +226.9% | +1,781.3% | +1,056.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling