+241.8%
EQH vs SUI
+62.8%
+179.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | +6.5% | -1.5% | +8.0% | +7.3% |
| 30D | +6.1% | +3.7% | +2.3% | +3.7% |
| 3M | +6.2% | -0.4% | +6.6% | +5.8% |
| 6M | +38.1% | -2.8% | +40.8% | +38.5% |
| YTD | +20.2% | -1.6% | +21.8% | +19.5% |
| 1Y | +27.6% | -2.1% | +29.6% | +27.1% |
| 3Y | +128.8% | +18.5% | +110.3% | +99.2% |
| 5Y | +83.1% | -26.5% | +109.7% | +106.9% |
| All | +241.8% | +62.8% | +179.0% | +195.0% |
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