+4.1%
SYF vs EQH
+18.6%
-14.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.0% |
| 7D | -0.4% | +2.8% | -3.2% | -1.8% |
| 30D | +4.4% | +3.9% | +0.5% | +2.4% |
| 3M | -4.7% | +16.3% | -21.0% | -11.7% |
| 6M | +1.9% | +37.1% | -35.2% | -12.8% |
| YTD | -8.9% | +20.2% | -29.2% | -17.5% |
| 1Y | +4.1% | +17.9% | -13.9% | -5.5% |
| All | +4.1% | +18.6% | -14.6% | -5.5% |
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