+145.9%
TT vs EQH
+94.3%
+51.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | -1.0% | -1.8% | +0.8% | -0.4% |
| 30D | -8.9% | +2.4% | -11.3% | -9.7% |
| 3M | -1.8% | +26.3% | -28.1% | -9.8% |
| 6M | +1.9% | +35.8% | -33.9% | -9.4% |
| YTD | +13.8% | +12.7% | +1.1% | +7.8% |
| 1Y | +6.1% | +2.5% | +3.7% | +3.8% |
| 3Y | +119.6% | +98.6% | +20.9% | +60.7% |
| 5Y | +145.9% | +101.7% | +44.1% | +72.5% |
| All | +145.9% | +94.3% | +51.6% | +72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling