+225.0%
EQH vs SUI
+55.6%
+169.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +0.7% | -4.2% | +4.9% | +3.0% |
| 30D | +2.8% | -3.3% | +6.1% | +4.5% |
| 3M | +23.1% | -8.2% | +31.3% | +28.1% |
| 6M | +41.4% | -14.5% | +55.9% | +52.6% |
| YTD | +14.3% | -5.9% | +20.2% | +16.8% |
| 1Y | +1.6% | -9.7% | +11.3% | +6.1% |
| 3Y | +102.7% | +7.7% | +95.0% | +86.5% |
| 5Y | +104.5% | -31.9% | +136.4% | +141.8% |
| All | +225.0% | +55.6% | +169.3% | +188.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling