+172.2%
TEAM vs EQH
+226.9%
-54.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -4.7% | +1.1% | -5.8% | -5.0% |
| 30D | +17.0% | -1.1% | +18.1% | +17.5% |
| 3M | +85.9% | +25.0% | +60.9% | +71.3% |
| 6M | +116.7% | +33.9% | +82.8% | +94.3% |
| YTD | +9.6% | +11.6% | -2.0% | +4.7% |
| 1Y | -2.5% | +1.5% | -4.0% | -3.9% |
| 3Y | -14.0% | +96.7% | -110.7% | -30.5% |
| 5Y | -53.1% | +93.9% | -146.9% | -62.0% |
| All | +172.2% | +226.9% | -54.6% | +81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling