+3.6%
WBD vs EQH
+102.2%
-98.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.4% |
| 7D | -0.7% | +0.7% | -1.5% | -1.2% |
| 30D | +1.4% | +2.8% | -1.4% | -0.5% |
| 3M | +4.4% | +23.1% | -18.7% | -9.0% |
| 6M | +0.8% | +41.4% | -40.6% | -20.9% |
| YTD | -2.7% | +14.3% | -17.0% | -13.0% |
| 1Y | +73.4% | +1.6% | +71.8% | +66.8% |
| 3Y | +142.1% | +102.7% | +39.4% | +40.9% |
| All | +3.6% | +102.2% | -98.6% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling