+172.6%
TTMI vs EQH
+2.5%
+170.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +9.9% | +9.0% |
| 7D | +5.9% | +5.5% | +0.4% | +4.9% |
| 30D | -4.3% | +3.2% | -7.5% | -4.9% |
| 3M | -32.0% | +32.5% | -64.6% | -35.5% |
| 6M | +19.5% | +33.7% | -14.3% | +12.3% |
| YTD | +82.0% | +13.4% | +68.6% | +75.2% |
| 1Y | +172.6% | +0.6% | +172.1% | +161.9% |
| All | +172.6% | +2.5% | +170.2% | +161.9% |
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