+17.9%
EQH vs EXR
+28.1%
-10.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.7% |
| 7D | +2.8% | +11.3% | -8.5% | -0.2% |
| 30D | +3.9% | +21.2% | -17.2% | -1.5% |
| 3M | +16.3% | +8.7% | +7.6% | +13.2% |
| 6M | +37.1% | +18.2% | +18.9% | +29.7% |
| YTD | +20.2% | +27.9% | -7.7% | +11.6% |
| 1Y | +17.9% | +28.3% | -10.4% | +8.8% |
| All | +17.9% | +28.1% | -10.1% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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