+701.7%
TRGP vs EQH
+234.7%
+467.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.5% |
| 7D | +0.1% | +0.7% | -0.6% | -0.5% |
| 30D | +8.0% | +2.8% | +5.2% | +5.5% |
| 3M | +8.3% | +23.1% | -14.8% | -7.2% |
| 6M | +23.9% | +41.4% | -17.5% | -5.4% |
| YTD | +59.6% | +14.3% | +45.4% | +39.4% |
| 1Y | +79.4% | +1.6% | +77.8% | +68.6% |
| 3Y | +269.4% | +102.7% | +166.7% | +96.5% |
| 5Y | +641.6% | +104.5% | +537.1% | +265.3% |
| All | +701.7% | +234.7% | +467.1% | +200.5% |
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