+236.1%
TRV vs EQH
+230.1%
+6.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.2% |
| 7D | -1.5% | -1.8% | +0.3% | -0.9% |
| 30D | -1.8% | +2.4% | -4.2% | -2.7% |
| 3M | +21.6% | +26.3% | -4.7% | +11.3% |
| 6M | +22.5% | +35.8% | -13.4% | +8.5% |
| YTD | +28.1% | +12.7% | +15.5% | +20.9% |
| 1Y | +37.0% | +2.5% | +34.6% | +33.4% |
| 3Y | +141.9% | +98.6% | +43.3% | +77.0% |
| 5Y | +158.5% | +101.7% | +56.8% | +81.0% |
| All | +236.1% | +230.1% | +6.0% | +82.2% |
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