-4.5%
TT vs EQH
+18.6%
-23.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.9% |
| 7D | -8.5% | +2.8% | -11.3% | -8.8% |
| 30D | -12.8% | +3.9% | -16.7% | -13.3% |
| 3M | -12.9% | +16.3% | -29.2% | -14.8% |
| 6M | -15.2% | +37.1% | -52.3% | -19.0% |
| YTD | +6.2% | +20.2% | -14.0% | +2.3% |
| 1Y | -4.5% | +17.9% | -22.5% | -7.8% |
| All | -4.5% | +18.6% | -23.2% | -7.8% |
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