+128.8%
ZBRA vs EQH
+234.7%
-105.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.1% |
| 7D | -3.4% | +0.7% | -4.1% | -3.8% |
| 30D | -7.4% | +2.8% | -10.2% | -8.8% |
| 3M | +57.5% | +23.1% | +34.4% | +40.2% |
| 6M | +64.0% | +41.4% | +22.6% | +34.7% |
| YTD | +44.3% | +14.3% | +30.0% | +32.6% |
| 1Y | +10.9% | +1.6% | +9.3% | +8.1% |
| 3Y | +37.5% | +102.7% | -65.2% | -5.3% |
| 5Y | -39.7% | +104.5% | -144.2% | -58.9% |
| All | +128.8% | +234.7% | -105.9% | +15.6% |
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