+217.1%
EQH vs SUI
+60.0%
+157.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.0% |
| 7D | +5.4% | -3.1% | +8.6% | +7.2% |
| 30D | +1.0% | -2.3% | +3.3% | +2.1% |
| 3M | +26.7% | -2.8% | +29.6% | +28.0% |
| 6M | +34.4% | -12.4% | +46.7% | +43.2% |
| YTD | +11.5% | -3.3% | +14.8% | +12.4% |
| 1Y | +0.4% | -5.8% | +6.2% | +2.5% |
| 3Y | +96.5% | +12.5% | +84.0% | +76.6% |
| 5Y | +93.4% | -32.9% | +126.2% | +131.3% |
| All | +217.1% | +60.0% | +157.1% | +177.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling