+59.9%
SIRI vs EQH
+18.6%
+41.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.6% | +6.8% | +8.2% |
| 7D | +22.3% | +2.8% | +19.5% | +21.8% |
| 30D | +26.9% | +3.9% | +23.0% | +26.3% |
| 3M | +9.6% | +16.3% | -6.7% | +7.7% |
| 6M | +27.2% | +37.1% | -9.9% | +23.3% |
| YTD | +72.4% | +20.2% | +52.2% | +69.6% |
| 1Y | +59.9% | +17.9% | +42.0% | +57.5% |
| All | +59.9% | +18.6% | +41.3% | +57.5% |
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