-83.7%
IRE vs EQH
+13.2%
-96.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -1.1% | +15.1% | +15.0% |
| 7D | +54.8% | +5.5% | +49.3% | +47.9% |
| 30D | +18.4% | +3.2% | +15.2% | +13.8% |
| 3M | -66.7% | +32.5% | -99.3% | -75.9% |
| 6M | -52.3% | +33.7% | -86.1% | -65.2% |
| YTD | -52.3% | +13.4% | -65.8% | -64.1% |
| All | -83.7% | +13.2% | -96.9% | -88.6% |
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