+223.8%
SIMO vs EQH
+3.9%
+219.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.4% | +5.8% | +7.2% |
| 7D | +11.0% | +0.7% | +10.3% | +11.0% |
| 30D | +17.9% | +2.8% | +15.1% | +17.6% |
| 3M | +3.9% | +23.1% | -19.2% | +2.9% |
| 6M | +131.0% | +41.4% | +89.6% | +124.6% |
| YTD | +209.3% | +14.3% | +195.1% | +194.3% |
| 1Y | +223.8% | +1.6% | +222.2% | +203.1% |
| All | +223.8% | +3.9% | +219.9% | +203.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling