-20.5%
SOUN vs EQH
+34.6%
-55.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.7% |
| 7D | -6.8% | -1.8% | -5.1% | -5.9% |
| 30D | -15.2% | +2.4% | -17.7% | -16.5% |
| 3M | -7.0% | +26.3% | -33.3% | -22.0% |
| 6M | -20.5% | +35.8% | -56.3% | -39.4% |
| All | -20.5% | +34.6% | -55.1% | -39.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling