+272.5%
SNDK vs EQH
+12.7%
+259.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -5.7% | -16.5% | -21.5% |
| 7D | -39.4% | -3.1% | -36.3% | -38.8% |
| 30D | -51.4% | -2.9% | -48.5% | -50.9% |
| 3M | -40.3% | +3.1% | -43.4% | -39.9% |
| 6M | -42.7% | +21.8% | -64.4% | -43.0% |
| YTD | +239.7% | +13.3% | +226.4% | +230.1% |
| 1Y | +272.5% | +20.1% | +252.3% | +256.7% |
| All | +272.5% | +12.7% | +259.7% | +256.7% |
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 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