+101.2%
TECH vs EQH
+226.9%
-125.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -0.1% | +1.1% | -1.2% | -0.4% |
| 30D | +0.3% | -1.1% | +1.4% | +0.5% |
| 3M | +32.9% | +25.0% | +7.9% | +23.3% |
| 6M | +32.1% | +33.9% | -1.8% | +19.4% |
| YTD | +23.4% | +11.6% | +11.8% | +18.0% |
| 1Y | +34.1% | +1.5% | +32.5% | +31.7% |
| 3Y | +2.2% | +96.7% | -94.5% | -17.7% |
| 5Y | -41.8% | +93.9% | -135.7% | -53.5% |
| All | +101.2% | +226.9% | -125.7% | +34.4% |
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