+1,837.5%
SNDK vs EQH
+3.9%
+1,833.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.5% |
| 7D | -6.1% | +0.7% | -6.8% | -6.1% |
| 30D | +21.5% | +2.8% | +18.7% | +21.4% |
| 3M | -13.2% | +23.1% | -36.3% | -14.1% |
| 6M | +149.2% | +41.4% | +107.8% | +141.1% |
| YTD | +588.1% | +14.3% | +573.8% | +570.0% |
| 1Y | +1,837.5% | +1.6% | +1,835.9% | +1,936.5% |
| All | +1,837.5% | +3.9% | +1,833.7% | +1,936.5% |
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