-18.0%
WU vs EQH
+18.6%
-36.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.1% |
| 7D | +8.2% | +2.8% | +5.4% | +7.5% |
| 30D | +8.0% | +3.9% | +4.1% | +7.0% |
| 3M | -6.6% | +16.3% | -23.0% | -9.8% |
| 6M | -23.3% | +37.1% | -60.4% | -27.8% |
| YTD | -22.4% | +20.2% | -42.6% | -24.0% |
| 1Y | -18.0% | +17.9% | -35.9% | -19.5% |
| All | -18.0% | +18.6% | -36.6% | -19.5% |
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