+4.8%
TRU vs EQH
+12.7%
-7.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.7% | +6.7% | +3.8% |
| 7D | +9.8% | -3.1% | +12.9% | +11.4% |
| 30D | +30.7% | -2.9% | +33.6% | +32.4% |
| 3M | +3.8% | +3.1% | +0.7% | +1.7% |
| 6M | +21.9% | +21.8% | +0.1% | +7.7% |
| YTD | -2.8% | +13.3% | -16.2% | -6.4% |
| 1Y | +4.8% | +20.1% | -15.3% | -3.4% |
| All | +4.8% | +12.7% | -7.9% | -3.4% |
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