+25.6%
SW vs EQH
+27.1%
-1.4%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.2% |
| 7D | -2.9% | +6.5% | -9.5% | -5.4% |
| 30D | +5.0% | +6.1% | -1.1% | +2.4% |
| 3M | -13.7% | +6.2% | -19.9% | -16.0% |
| 6M | +8.0% | +38.1% | -30.0% | -7.4% |
| YTD | +14.0% | +20.2% | -6.2% | +4.9% |
| 1Y | +25.6% | +27.6% | -2.0% | +9.4% |
| All | +25.6% | +27.1% | -1.4% | +9.4% |
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