+182.3%
WWD vs EQH
+102.2%
+80.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | -0.1% | +0.8% |
| 7D | -2.6% | +0.7% | -3.3% | -2.9% |
| 30D | -6.9% | +2.8% | -9.8% | -8.1% |
| 3M | -13.0% | +23.1% | -36.1% | -20.5% |
| 6M | -12.5% | +41.4% | -53.8% | -24.8% |
| YTD | +11.8% | +14.3% | -2.4% | +4.3% |
| 1Y | +41.1% | +1.6% | +39.5% | +37.8% |
| 3Y | +163.1% | +102.7% | +60.3% | +85.8% |
| All | +182.3% | +102.2% | +80.1% | +95.6% |
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