+143.6%
UNP vs EQH
+230.1%
-86.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | 0.0% |
| 7D | -1.2% | -1.8% | +0.6% | -0.5% |
| 30D | -2.0% | +2.4% | -4.4% | -3.0% |
| 3M | +7.5% | +26.3% | -18.8% | -2.2% |
| 6M | +15.3% | +35.8% | -20.5% | +1.3% |
| YTD | +25.4% | +12.7% | +12.7% | +17.7% |
| 1Y | +35.6% | +2.5% | +33.2% | +31.5% |
| 3Y | +44.1% | +98.6% | -54.5% | +3.8% |
| 5Y | +54.0% | +101.7% | -47.7% | +6.4% |
| All | +143.6% | +230.1% | -86.4% | +24.1% |
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