+445.3%
WELL vs EQH
+226.9%
+218.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.1% | +1.1% | -2.2% | -1.6% |
| 30D | +0.7% | -1.1% | +1.8% | +1.0% |
| 3M | +14.5% | +25.0% | -10.5% | +4.6% |
| 6M | +14.4% | +33.9% | -19.5% | +0.9% |
| YTD | +28.5% | +11.6% | +16.9% | +20.8% |
| 1Y | +41.8% | +1.5% | +40.3% | +37.6% |
| 3Y | +202.8% | +96.7% | +106.1% | +108.2% |
| 5Y | +208.8% | +93.9% | +115.0% | +103.8% |
| All | +445.3% | +226.9% | +218.5% | +162.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling