-10.2%
TQQQ vs EQH
+12.7%
-22.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -5.7% | -13.2% | -15.1% |
| 7D | -27.1% | -3.1% | -24.0% | -24.8% |
| 30D | -40.1% | -2.9% | -37.2% | -38.4% |
| 3M | -30.6% | +3.1% | -33.7% | -31.3% |
| 6M | -24.8% | +21.8% | -46.6% | -33.6% |
| YTD | -3.7% | +13.3% | -17.0% | -14.4% |
| 1Y | -10.2% | +20.1% | -30.3% | -22.3% |
| All | -10.2% | +12.7% | -22.9% | -22.3% |
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 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