+19.8%
SNPS vs EQH
+102.2%
-82.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.6% |
| 7D | +0.9% | +0.7% | +0.2% | +0.6% |
| 30D | -3.6% | +2.8% | -6.5% | -4.9% |
| 3M | -12.9% | +23.1% | -36.0% | -21.5% |
| 6M | -8.2% | +41.4% | -49.6% | -23.0% |
| YTD | -15.4% | +14.3% | -29.7% | -21.6% |
| 1Y | -9.3% | +1.6% | -10.9% | -11.4% |
| 3Y | -14.0% | +102.7% | -116.7% | -40.2% |
| All | +19.8% | +102.2% | -82.4% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling