-22.5%
DIS vs EQH
+82.2%
-104.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.3% |
| 7D | +1.9% | +6.5% | -4.6% | -0.9% |
| 30D | +9.2% | +6.1% | +3.1% | +6.2% |
| 3M | +13.5% | +6.2% | +7.3% | +10.1% |
| 6M | +14.3% | +38.1% | -23.8% | -1.7% |
| YTD | +5.4% | +20.2% | -14.8% | -4.4% |
| 1Y | +12.2% | +27.6% | -15.4% | -1.2% |
| 3Y | +37.2% | +128.8% | -91.6% | -11.9% |
| All | -22.5% | +82.2% | -104.8% | -46.3% |
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