+55.2%
EWT vs EQH
+18.6%
+36.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -10.9% | +2.8% | -13.7% | -11.4% |
| 30D | -17.7% | +3.9% | -21.7% | -18.4% |
| 3M | -5.0% | +16.3% | -21.3% | -8.3% |
| 6M | +7.4% | +37.1% | -29.7% | -0.5% |
| YTD | +52.8% | +20.2% | +32.6% | +41.9% |
| 1Y | +55.2% | +17.9% | +37.2% | +44.3% |
| All | +55.2% | +18.6% | +36.6% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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