+262.3%
THC vs EQH
+94.3%
+168.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | 0.0% | -1.8% | +1.7% | +0.8% |
| 30D | +1.5% | +2.4% | -0.9% | +0.2% |
| 3M | +59.9% | +26.3% | +33.6% | +43.1% |
| 6M | +11.0% | +35.8% | -24.8% | -5.0% |
| YTD | +32.6% | +12.7% | +19.9% | +23.1% |
| 1Y | +37.4% | +2.5% | +34.9% | +33.4% |
| 3Y | +252.5% | +98.6% | +153.9% | +121.5% |
| 5Y | +262.3% | +101.7% | +160.6% | +126.3% |
| All | +262.3% | +94.3% | +168.1% | +126.3% |
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