+323.8%
SN vs EQH
+97.1%
+226.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +2.0% |
| 7D | +0.1% | +5.4% | -5.3% | -2.9% |
| 30D | -5.6% | +1.0% | -6.6% | -6.3% |
| 3M | +48.1% | +26.7% | +21.3% | +29.0% |
| 6M | +57.6% | +34.4% | +23.3% | +32.0% |
| YTD | +56.5% | +11.5% | +45.0% | +44.7% |
| 1Y | +52.6% | +0.4% | +52.1% | +49.4% |
| 3Y | +412.0% | +96.5% | +315.5% | +287.2% |
| All | +323.8% | +97.1% | +226.6% | +220.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling