+208.5%
TER vs EQH
+99.4%
+109.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.1% |
| 7D | +9.4% | -1.8% | +11.1% | +10.3% |
| 30D | -2.4% | +2.4% | -4.9% | -4.0% |
| 3M | +6.5% | +26.3% | -19.8% | -8.3% |
| 6M | +23.2% | +35.8% | -12.6% | +0.7% |
| YTD | +91.5% | +12.7% | +78.8% | +73.8% |
| 1Y | +214.8% | +2.5% | +212.4% | +200.3% |
| 3Y | +275.3% | +98.6% | +176.7% | +125.4% |
| All | +208.5% | +99.4% | +109.1% | +86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling