-97.7%
IRE vs EQH
+18.6%
-116.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.6% | -24.8% | -24.6% |
| 7D | -46.8% | +2.8% | -49.6% | -48.1% |
| 30D | -75.5% | +3.9% | -79.4% | -76.2% |
| 3M | -79.4% | +16.3% | -95.7% | -82.5% |
| 6M | -91.3% | +37.1% | -128.4% | -93.6% |
| YTD | -90.8% | +20.2% | -111.0% | -93.7% |
| 1Y | -97.7% | +17.9% | -115.7% | -98.5% |
| All | -97.7% | +18.6% | -116.3% | -98.5% |
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