+146.9%
SMTC vs EQH
+2.5%
+144.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.1% | +10.3% | +9.4% |
| 7D | +12.7% | +5.5% | +7.2% | +11.6% |
| 30D | +22.0% | +3.2% | +18.7% | +20.9% |
| 3M | -12.7% | +32.5% | -45.2% | -19.3% |
| 6M | +64.8% | +33.7% | +31.0% | +49.9% |
| YTD | +100.7% | +13.4% | +87.2% | +85.5% |
| 1Y | +146.9% | +0.6% | +146.3% | +103.9% |
| All | +146.9% | +2.5% | +144.4% | +103.9% |
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