+220.5%
EQH vs WCC
+488.3%
-267.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +2.6% |
| 7D | -1.8% | +1.7% | -3.4% | -2.8% |
| 30D | +2.4% | -6.1% | +8.5% | +5.1% |
| 3M | +26.3% | +3.1% | +23.2% | +22.0% |
| 6M | +35.8% | +28.2% | +7.6% | +14.8% |
| YTD | +12.7% | +41.1% | -28.4% | -10.1% |
| 1Y | +2.5% | +61.3% | -58.8% | -24.9% |
| 3Y | +98.6% | +123.6% | -25.0% | +11.8% |
| 5Y | +101.7% | +214.8% | -113.1% | -14.4% |
| All | +220.5% | +488.3% | -267.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 all: compounded portfolio wealth divided by compounded WCC 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…
all analysis · Full analysis span regression · 6 months rolling