+344.5%
ZETA vs EQH
+102.2%
+242.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.7% | -2.3% |
| 7D | -3.7% | +0.7% | -4.4% | -4.3% |
| 30D | +5.7% | +2.8% | +2.9% | +3.3% |
| 3M | +50.4% | +23.1% | +27.4% | +27.8% |
| 6M | +65.5% | +41.4% | +24.1% | +26.0% |
| YTD | +48.3% | +14.3% | +34.0% | +33.2% |
| 1Y | +45.4% | +1.6% | +43.8% | +41.4% |
| 3Y | +270.8% | +102.7% | +168.1% | +116.6% |
| All | +344.5% | +102.2% | +242.3% | +137.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling