-16.0%
TEAM vs EQH
+100.2%
-116.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | -5.2% | +0.7% | -5.9% | -5.5% |
| 30D | +15.8% | +2.8% | +12.9% | +13.9% |
| 3M | +101.5% | +23.1% | +78.4% | +77.5% |
| 6M | +138.2% | +41.4% | +96.8% | +91.0% |
| YTD | +10.8% | +14.3% | -3.4% | +1.2% |
| 1Y | +1.7% | +1.6% | +0.1% | -0.5% |
| 3Y | -16.0% | +102.7% | -118.8% | -44.5% |
| All | -16.0% | +100.2% | -116.3% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling