-40.7%
DIS vs EQH
+94.3%
-135.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.1% |
| 7D | -1.3% | -1.8% | +0.5% | -0.5% |
| 30D | +2.2% | +2.4% | -0.2% | +1.0% |
| 3M | +8.1% | +26.3% | -18.2% | -2.9% |
| 6M | +5.2% | +35.8% | -30.6% | -9.2% |
| YTD | -6.3% | +12.7% | -18.9% | -12.3% |
| 1Y | -7.3% | +2.5% | -9.7% | -9.8% |
| 3Y | +33.8% | +98.6% | -64.9% | -8.1% |
| 5Y | -40.7% | +101.7% | -142.4% | -62.4% |
| All | -40.7% | +94.3% | -135.0% | -62.4% |
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