+148.6%
TE vs EQH
+2.5%
+146.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.7% |
| 7D | -4.0% | +5.5% | -9.5% | -5.5% |
| 30D | -15.9% | +3.2% | -19.1% | -16.8% |
| 3M | -60.5% | +32.5% | -93.1% | -64.2% |
| 6M | -35.2% | +33.7% | -69.0% | -40.2% |
| YTD | -31.1% | +13.4% | -44.6% | -38.2% |
| 1Y | +148.6% | +0.6% | +148.1% | +99.3% |
| All | +148.6% | +2.5% | +146.2% | +99.3% |
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