+175.2%
TEAM vs EQH
+234.7%
-59.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | -5.2% | +0.7% | -5.9% | -5.4% |
| 30D | +15.8% | +2.8% | +12.9% | +14.6% |
| 3M | +101.5% | +23.1% | +78.4% | +86.8% |
| 6M | +138.2% | +41.4% | +96.8% | +109.5% |
| YTD | +10.8% | +14.3% | -3.4% | +5.0% |
| 1Y | +1.7% | +1.6% | +0.1% | +0.2% |
| 3Y | -16.0% | +102.7% | -118.8% | -32.9% |
| 5Y | -52.7% | +104.5% | -157.3% | -62.2% |
| All | +175.2% | +234.7% | -59.5% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling