+432.9%
SNXX vs EQH
+17.7%
+415.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.1% | +24.5% | +23.4% |
| 7D | +34.9% | +5.5% | +29.4% | +34.5% |
| 30D | +52.5% | +3.2% | +49.3% | +52.0% |
| 3M | -41.3% | +32.5% | -73.9% | -44.3% |
| 6M | +293.8% | +33.7% | +260.0% | +260.2% |
| All | +432.9% | +17.7% | +415.2% | +356.3% |
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 · 6 months rolling