+1,285.8%
WDC vs EQH
+100.2%
+1,185.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.4% | -3.5% |
| 7D | -4.3% | +0.7% | -5.0% | -4.6% |
| 30D | -1.5% | +2.8% | -4.3% | -2.8% |
| 3M | -15.5% | +23.1% | -38.6% | -23.1% |
| 6M | +66.5% | +41.4% | +25.1% | +41.1% |
| YTD | +159.9% | +14.3% | +145.6% | +141.4% |
| 1Y | +366.0% | +1.6% | +364.4% | +356.1% |
| 3Y | +1,285.8% | +102.7% | +1,183.1% | +1,061.1% |
| All | +1,285.8% | +100.2% | +1,185.6% | +1,061.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling