+217.4%
EQH vs WING
+144.7%
+72.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +1.1% | -2.3% | +3.4% | +1.5% |
| 30D | -1.1% | -5.6% | +4.5% | -0.2% |
| 3M | +25.0% | -22.9% | +47.9% | +30.4% |
| 6M | +33.9% | -50.4% | +84.3% | +51.4% |
| YTD | +11.6% | -53.3% | +64.9% | +26.7% |
| 1Y | +1.5% | -61.2% | +62.7% | +18.8% |
| 3Y | +96.7% | -30.1% | +126.8% | +85.0% |
| 5Y | +93.9% | -35.0% | +128.9% | +76.3% |
| All | +217.4% | +144.7% | +72.6% | +83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling