+84.6%
TGT vs EQH
+2.5%
+82.1%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | +0.8% | +5.5% | -4.7% | +0.1% |
| 30D | +12.2% | +3.2% | +9.0% | +11.8% |
| 3M | +33.8% | +32.5% | +1.2% | +28.7% |
| 6M | +39.3% | +33.7% | +5.6% | +33.4% |
| YTD | +72.9% | +13.4% | +59.4% | +70.5% |
| 1Y | +84.6% | +0.6% | +84.0% | +81.0% |
| All | +84.6% | +2.5% | +82.1% | +81.0% |
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