+30.8%
USB vs EQH
+0.8%
+30.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.1% | +1.1% | -2.2% | -1.4% |
| 30D | -3.2% | -1.1% | -2.1% | -3.0% |
| 3M | +11.8% | +25.0% | -13.2% | +2.8% |
| 6M | +21.4% | +33.9% | -12.5% | +8.3% |
| YTD | +18.6% | +11.6% | +7.0% | +14.0% |
| 1Y | +30.8% | +1.5% | +29.3% | +28.1% |
| All | +30.8% | +0.8% | +30.0% | +28.1% |
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 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