-15.2%
RDW vs EQH
+12.7%
-27.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.8% | -5.7% | -14.1% | -15.2% |
| 7D | -32.4% | -3.1% | -29.3% | -29.9% |
| 30D | -41.7% | -2.9% | -38.8% | -39.8% |
| 3M | -42.3% | +3.1% | -45.4% | -43.5% |
| 6M | -28.8% | +21.8% | -50.6% | -41.1% |
| YTD | -18.6% | +13.3% | -31.9% | -23.7% |
| 1Y | -15.2% | +20.1% | -35.4% | -26.7% |
| All | -15.2% | +12.7% | -27.9% | -26.7% |
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