+260.6%
SNDU vs EQH
+43.5%
+217.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.1% | +24.7% | +23.5% |
| 7D | +35.2% | +5.5% | +29.7% | +35.4% |
| 30D | +50.8% | +3.2% | +47.6% | +50.5% |
| 3M | -43.2% | +32.5% | -75.7% | -44.1% |
| All | +260.6% | +43.5% | +217.1% | +238.3% |
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 · Available span rolling