+1,060.2%
SMH vs EQH
+234.7%
+825.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +0.8% |
| 7D | +0.3% | +0.7% | -0.4% | -0.1% |
| 30D | -2.8% | +2.8% | -5.6% | -4.2% |
| 3M | -6.7% | +23.1% | -29.8% | -15.9% |
| 6M | +41.8% | +41.4% | +0.4% | +18.9% |
| YTD | +57.9% | +14.3% | +43.6% | +45.5% |
| 1Y | +87.6% | +1.6% | +86.0% | +81.7% |
| 3Y | +282.9% | +102.7% | +180.2% | +163.8% |
| 5Y | +330.4% | +104.5% | +225.9% | +193.2% |
| All | +1,060.2% | +234.7% | +825.5% | +503.6% |
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