+43.2%
TER vs EQH
+18.6%
+24.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.6% | -8.4% | -7.1% |
| 7D | -19.9% | +2.8% | -22.7% | -20.2% |
| 30D | -43.5% | +3.9% | -47.5% | -43.9% |
| 3M | -37.8% | +16.3% | -54.1% | -39.7% |
| 6M | -25.6% | +37.1% | -62.7% | -31.5% |
| YTD | +29.8% | +20.2% | +9.6% | +16.9% |
| 1Y | +43.2% | +17.9% | +25.2% | +28.9% |
| All | +43.2% | +18.6% | +24.5% | +28.9% |
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