+695.4%
THC vs EQH
+226.5%
+468.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.5% | -1.1% |
| 7D | -2.6% | +5.4% | -8.0% | -6.0% |
| 30D | -1.2% | +1.0% | -2.2% | -2.2% |
| 3M | +58.9% | +26.7% | +32.2% | +35.4% |
| 6M | +9.3% | +34.4% | -25.0% | -11.9% |
| YTD | +30.4% | +11.5% | +18.9% | +17.1% |
| 1Y | +34.6% | +0.4% | +34.2% | +28.8% |
| 3Y | +246.7% | +96.5% | +150.1% | +90.8% |
| 5Y | +244.5% | +93.4% | +151.2% | +83.1% |
| All | +695.4% | +226.5% | +468.9% | +195.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling