+23.4%
ZBH vs EQH
+12.7%
+10.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.7% | +2.7% | -1.7% |
| 7D | +9.6% | -3.1% | +12.7% | +10.5% |
| 30D | +19.1% | -2.9% | +22.1% | +20.0% |
| 3M | +9.1% | +3.1% | +6.0% | +8.7% |
| 6M | +29.4% | +21.8% | +7.6% | +25.2% |
| YTD | +19.8% | +13.3% | +6.4% | +19.4% |
| 1Y | +23.4% | +20.1% | +3.2% | +19.2% |
| All | +23.4% | +12.7% | +10.6% | +19.2% |
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