+4,437.1%
SNDK vs EQH
+3.6%
+4,433.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -4.2% |
| 7D | -6.1% | +0.7% | -6.8% | -6.5% |
| 30D | +21.5% | +2.8% | +18.7% | +19.4% |
| 3M | -13.2% | +23.1% | -36.3% | -24.1% |
| 6M | +149.2% | +41.4% | +107.8% | +95.8% |
| YTD | +588.1% | +14.3% | +573.8% | +523.4% |
| 1Y | +1,837.5% | +1.6% | +1,835.9% | +1,861.4% |
| All | +4,437.1% | +3.6% | +4,433.4% | +4,533.0% |
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 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