-7.5%
T vs EQH
+3.9%
-11.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +2.0% |
| 7D | +1.5% | +0.7% | +0.8% | +1.5% |
| 30D | +7.5% | +2.8% | +4.6% | +7.5% |
| 3M | +14.8% | +23.1% | -8.3% | +15.5% |
| 6M | -1.7% | +41.4% | -43.1% | -0.1% |
| YTD | +8.7% | +14.3% | -5.6% | +9.8% |
| 1Y | -7.5% | +1.6% | -9.1% | -6.2% |
| All | -7.5% | +3.9% | -11.3% | -6.2% |
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