+310.9%
SCCO vs EQH
+102.2%
+208.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.9% |
| 7D | -2.7% | +0.7% | -3.4% | -3.0% |
| 30D | -0.7% | +2.8% | -3.6% | -2.2% |
| 3M | +8.1% | +23.1% | -15.0% | -1.4% |
| 6M | +4.1% | +41.4% | -37.3% | -10.9% |
| YTD | +41.1% | +14.3% | +26.9% | +31.1% |
| 1Y | +95.6% | +1.6% | +94.0% | +90.2% |
| 3Y | +179.3% | +102.7% | +76.5% | +94.5% |
| All | +310.9% | +102.2% | +208.7% | +165.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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