-25.8%
TE vs EQH
+18.6%
-44.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -4.1% |
| 7D | +3.8% | +2.8% | +1.0% | +2.7% |
| 30D | -26.2% | +3.9% | -30.1% | -27.3% |
| 3M | -49.7% | +16.3% | -66.0% | -52.9% |
| 6M | -46.5% | +37.1% | -83.6% | -53.3% |
| YTD | -59.1% | +20.2% | -79.3% | -64.7% |
| 1Y | -25.8% | +17.9% | -43.8% | -36.5% |
| All | -25.8% | +18.6% | -44.4% | -36.5% |
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