-73.1%
SMR vs EQH
+2.5%
-75.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.3% |
| 7D | +4.4% | +5.5% | -1.1% | 0.0% |
| 30D | +3.4% | +3.2% | +0.2% | 0.0% |
| 3M | -19.2% | +32.5% | -51.7% | -39.0% |
| 6M | -22.6% | +33.7% | -56.4% | -42.3% |
| YTD | -31.5% | +13.4% | -45.0% | -41.7% |
| 1Y | -73.1% | +0.6% | -73.7% | -74.1% |
| All | -73.1% | +2.5% | -75.5% | -74.1% |
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 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