+263.2%
WMB vs EQH
+102.2%
+160.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | -1.8% | +0.7% | -2.5% | -2.0% |
| 30D | -1.2% | +2.8% | -4.0% | -2.0% |
| 3M | +2.5% | +23.1% | -20.6% | -3.4% |
| 6M | -0.7% | +41.4% | -42.0% | -10.5% |
| YTD | +23.0% | +14.3% | +8.7% | +17.4% |
| 1Y | +26.7% | +1.6% | +25.1% | +25.1% |
| 3Y | +140.2% | +102.7% | +37.5% | +84.5% |
| All | +263.2% | +102.2% | +160.9% | +165.4% |
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 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