+2,684.0%
SNDK vs EQH
+2.5%
+2,681.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.1% | +13.0% | +11.9% |
| 7D | +17.2% | +5.5% | +11.7% | +17.0% |
| 30D | +28.8% | +3.2% | +25.6% | +28.6% |
| 3M | -1.1% | +32.5% | -33.7% | -3.6% |
| 6M | +190.5% | +33.7% | +156.7% | +180.5% |
| YTD | +633.0% | +13.4% | +619.6% | +616.4% |
| 1Y | +2,684.0% | +0.6% | +2,683.4% | +3,023.0% |
| All | +2,684.0% | +2.5% | +2,681.5% | +3,023.0% |
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