+74.5%
UBER vs EQH
+192.2%
-117.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.6% |
| 7D | -4.5% | -1.8% | -2.7% | -3.6% |
| 30D | -7.6% | +2.4% | -10.0% | -8.9% |
| 3M | +5.8% | +26.3% | -20.5% | -6.7% |
| 6M | +0.3% | +35.8% | -35.5% | -15.5% |
| YTD | -11.2% | +12.7% | -23.9% | -18.4% |
| 1Y | -23.0% | +2.5% | -25.4% | -26.2% |
| 3Y | +53.6% | +98.6% | -45.0% | -0.1% |
| 5Y | +81.9% | +101.7% | -19.8% | +16.5% |
| All | +74.5% | +192.2% | -117.7% | -12.4% |
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