+102.7%
EQH vs WING
-25.6%
+128.3%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.0% | -4.5% | +0.8% |
| 7D | +0.7% | +7.2% | -6.5% | 0.0% |
| 30D | +2.8% | +4.8% | -1.9% | +2.3% |
| 3M | +23.1% | -23.7% | +46.8% | +25.9% |
| 6M | +41.4% | -43.6% | +85.0% | +48.6% |
| YTD | +14.3% | -50.6% | +64.8% | +21.6% |
| 1Y | +1.6% | -57.0% | +58.6% | +9.3% |
| 3Y | +102.7% | -28.3% | +131.0% | +90.7% |
| All | +102.7% | -25.6% | +128.3% | +90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling