+19.4%
TSN vs EQH
+18.6%
+0.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.3% |
| 7D | +8.4% | +2.8% | +5.6% | +8.3% |
| 30D | +16.1% | +3.9% | +12.2% | +15.9% |
| 3M | +3.2% | +16.3% | -13.2% | +2.4% |
| 6M | -11.1% | +37.1% | -48.2% | -12.4% |
| YTD | +5.1% | +20.2% | -15.1% | +5.4% |
| 1Y | +19.4% | +17.9% | +1.5% | +20.0% |
| All | +19.4% | +18.6% | +0.8% | +20.0% |
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