+980.0%
SMCI vs EQH
+102.2%
+877.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +6.5% |
| 7D | +1.3% | +0.7% | +0.6% | +0.9% |
| 30D | +6.6% | +2.8% | +3.8% | +4.8% |
| 3M | +25.4% | +23.1% | +2.3% | +10.2% |
| 6M | +26.1% | +41.4% | -15.3% | +1.0% |
| YTD | +37.0% | +14.3% | +22.7% | +24.4% |
| 1Y | -8.8% | +1.6% | -10.4% | -11.4% |
| 3Y | +44.6% | +102.7% | -58.1% | -14.5% |
| All | +980.0% | +102.2% | +877.8% | +562.8% |
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