-70.2%
SKUU vs EQH
+11.5%
-81.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.4% | -5.7% | -21.6% | -26.4% |
| 7D | -44.1% | -3.1% | -41.0% | -42.9% |
| 30D | -58.1% | -2.9% | -55.2% | -57.2% |
| 3M | -44.3% | +3.1% | -47.4% | -41.7% |
| All | -70.2% | +11.5% | -81.7% | -66.0% |
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 · Available span rolling