+229.2%
TER vs EQH
+3.9%
+225.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.3% |
| 7D | +6.4% | +0.7% | +5.6% | +6.2% |
| 30D | -5.7% | +2.8% | -8.5% | -6.3% |
| 3M | -0.4% | +23.1% | -23.5% | -5.9% |
| 6M | +25.8% | +41.4% | -15.6% | +13.8% |
| YTD | +96.4% | +14.3% | +82.1% | +81.5% |
| 1Y | +229.2% | +1.6% | +227.6% | +205.5% |
| All | +229.2% | +3.9% | +225.4% | +205.5% |
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 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