+306.5%
SN vs EQH
+100.2%
+206.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.9% |
| 7D | -7.3% | +0.7% | -8.0% | -7.7% |
| 30D | -13.6% | +2.8% | -16.4% | -15.1% |
| 3M | +18.6% | +23.1% | -4.5% | +4.9% |
| 6M | +46.0% | +41.4% | +4.6% | +18.7% |
| YTD | +43.7% | +14.3% | +29.4% | +31.0% |
| 1Y | +39.2% | +1.6% | +37.6% | +35.5% |
| 3Y | +306.5% | +102.7% | +203.8% | +204.7% |
| All | +306.5% | +100.2% | +206.2% | +204.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling