-14.0%
SNPS vs EQH
+97.5%
-111.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.6% |
| 7D | -4.6% | -1.8% | -2.8% | -3.8% |
| 30D | -3.3% | +2.4% | -5.8% | -4.4% |
| 3M | -13.8% | +26.3% | -40.1% | -23.0% |
| 6M | -8.2% | +35.8% | -44.0% | -21.3% |
| YTD | -15.4% | +12.7% | -28.1% | -21.0% |
| 1Y | +2.4% | +2.5% | 0.0% | 0.0% |
| All | -14.0% | +97.5% | -111.5% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling