+32.4%
USB vs EQH
+28.1%
+4.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | -0.5% | -0.5% | -0.1% | -0.4% |
| 30D | +5.7% | +4.4% | +1.3% | +4.0% |
| 3M | -4.7% | +8.8% | -13.5% | -7.7% |
| 6M | +13.4% | +38.1% | -24.7% | +0.2% |
| YTD | +17.0% | +19.7% | -2.7% | +10.6% |
| 1Y | +32.4% | +27.8% | +4.6% | +19.6% |
| All | +32.4% | +28.1% | +4.2% | +19.6% |
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 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