+293.4%
SN vs EQH
+99.3%
+194.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -4.9% | -4.5% |
| 7D | -7.2% | -1.8% | -5.5% | -6.3% |
| 30D | -13.4% | +2.4% | -15.8% | -14.7% |
| 3M | +26.8% | +26.3% | +0.5% | +10.6% |
| 6M | +44.6% | +35.8% | +8.8% | +20.4% |
| YTD | +45.3% | +12.7% | +32.6% | +33.5% |
| 1Y | +40.1% | +2.5% | +37.7% | +35.6% |
| 3Y | +375.3% | +98.6% | +276.6% | +257.2% |
| All | +293.4% | +99.3% | +194.1% | +195.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling