+0.6%
EQH vs FWONK
-4.6%
+5.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.8% |
| 7D | +5.5% | -6.2% | +11.7% | +6.8% |
| 30D | +3.2% | -0.6% | +3.8% | +3.3% |
| 3M | +32.5% | +11.1% | +21.5% | +30.0% |
| 6M | +33.7% | +11.7% | +22.0% | +30.6% |
| YTD | +13.4% | -3.1% | +16.5% | +15.0% |
| 1Y | +0.6% | -4.2% | +4.8% | +1.8% |
| All | +0.6% | -4.6% | +5.2% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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