-14.3%
STZ vs EQH
+0.8%
-15.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | -6.0% | +1.1% | -7.1% | -6.0% |
| 30D | -8.9% | -1.1% | -7.8% | -8.8% |
| 3M | -12.6% | +25.0% | -37.6% | -13.1% |
| 6M | -17.2% | +33.9% | -51.1% | -17.3% |
| YTD | -10.0% | +11.6% | -21.6% | -10.1% |
| 1Y | -14.3% | +1.5% | -15.8% | -14.8% |
| All | -14.3% | +0.8% | -15.1% | -14.8% |
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