+1,584.9%
SMCI vs EQH
+234.7%
+1,350.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +6.6% |
| 7D | +1.3% | +0.7% | +0.6% | +0.9% |
| 30D | +6.6% | +2.8% | +3.8% | +5.1% |
| 3M | +25.4% | +23.1% | +2.3% | +12.5% |
| 6M | +26.1% | +41.4% | -15.3% | +4.9% |
| YTD | +37.0% | +14.3% | +22.7% | +26.3% |
| 1Y | -8.8% | +1.6% | -10.4% | -11.2% |
| 3Y | +44.6% | +102.7% | -58.1% | -2.0% |
| 5Y | +995.9% | +104.5% | +891.4% | +639.4% |
| All | +1,584.9% | +234.7% | +1,350.2% | +762.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling