+225.0%
EQH vs WING
+159.2%
+65.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.0% | -4.5% | +0.2% |
| 7D | +0.7% | +7.2% | -6.5% | -0.7% |
| 30D | +2.8% | +4.8% | -1.9% | +1.6% |
| 3M | +23.1% | -23.7% | +46.8% | +28.7% |
| 6M | +41.4% | -43.6% | +85.0% | +55.7% |
| YTD | +14.3% | -50.6% | +64.8% | +28.3% |
| 1Y | +1.6% | -57.0% | +58.6% | +16.4% |
| 3Y | +102.7% | -28.3% | +131.0% | +90.1% |
| 5Y | +104.5% | -32.4% | +136.9% | +84.9% |
| All | +225.0% | +159.2% | +65.8% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling