+93.9%
EQH vs SUI
-33.5%
+127.4%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.7% |
| 7D | +1.1% | -4.3% | +5.4% | +3.0% |
| 30D | -1.1% | -2.1% | +1.0% | -0.3% |
| 3M | +25.0% | -6.1% | +31.1% | +28.0% |
| 6M | +33.9% | -12.8% | +46.6% | +41.6% |
| YTD | +11.6% | -4.6% | +16.2% | +13.0% |
| 1Y | +1.5% | -7.7% | +9.2% | +4.3% |
| 3Y | +96.7% | +10.9% | +85.8% | +80.5% |
| 5Y | +93.9% | -32.4% | +126.3% | +125.1% |
| All | +93.9% | -33.5% | +127.4% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling