+86.2%
UNH vs EQH
+234.7%
-148.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.7% |
| 7D | -4.5% | +0.7% | -5.3% | -4.8% |
| 30D | -6.5% | +2.8% | -9.4% | -7.3% |
| 3M | -6.0% | +23.1% | -29.1% | -11.4% |
| 6M | +33.7% | +41.4% | -7.7% | +20.7% |
| YTD | +16.4% | +14.3% | +2.1% | +11.1% |
| 1Y | +10.1% | +1.6% | +8.5% | +8.3% |
| 3Y | -16.3% | +102.7% | -119.0% | -35.1% |
| 5Y | +2.1% | +104.5% | -102.4% | -23.8% |
| All | +86.2% | +234.7% | -148.5% | +3.6% |
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