+96.5%
EQH vs SUI
+12.1%
+84.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.2% |
| 7D | +5.4% | -3.1% | +8.6% | +6.6% |
| 30D | +1.0% | -2.3% | +3.3% | +1.8% |
| 3M | +26.7% | -2.8% | +29.6% | +27.5% |
| 6M | +34.4% | -12.4% | +46.7% | +40.6% |
| YTD | +11.5% | -3.3% | +14.8% | +12.1% |
| 1Y | +0.4% | -5.8% | +6.2% | +2.0% |
| 3Y | +96.5% | +12.5% | +84.0% | +79.9% |
| All | +96.5% | +12.1% | +84.5% | +79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling