-36.7%
ZS vs EQH
+2.5%
-39.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.0% |
| 7D | -7.8% | +5.5% | -13.3% | -10.1% |
| 30D | +5.0% | +3.2% | +1.8% | +3.4% |
| 3M | +25.5% | +32.5% | -7.0% | +8.4% |
| 6M | +8.7% | +33.7% | -25.0% | -7.0% |
| YTD | -24.5% | +13.4% | -38.0% | -31.4% |
| 1Y | -36.7% | +0.6% | -37.3% | -40.9% |
| All | -36.7% | +2.5% | -39.2% | -40.9% |
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