+74.7%
STT vs EQH
+2.5%
+72.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.5% |
| 7D | +0.5% | +5.5% | -5.0% | -1.4% |
| 30D | +3.9% | +3.2% | +0.6% | +2.6% |
| 3M | +20.0% | +32.5% | -12.6% | +7.8% |
| 6M | +55.3% | +33.7% | +21.6% | +38.3% |
| YTD | +53.3% | +13.4% | +39.9% | +47.0% |
| 1Y | +74.7% | +0.6% | +74.1% | +77.0% |
| All | +74.7% | +2.5% | +72.2% | +77.0% |
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