+77.2%
XBI vs EQH
+234.7%
-157.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.9% |
| 7D | -4.6% | +0.7% | -5.4% | -4.9% |
| 30D | -2.0% | +2.8% | -4.8% | -3.2% |
| 3M | +17.8% | +23.1% | -5.3% | +8.4% |
| 6M | +23.7% | +41.4% | -17.7% | +7.4% |
| YTD | +28.2% | +14.3% | +14.0% | +20.1% |
| 1Y | +64.0% | +1.6% | +62.4% | +59.9% |
| 3Y | +99.4% | +102.7% | -3.3% | +45.6% |
| 5Y | +19.3% | +104.5% | -85.2% | -14.3% |
| All | +77.2% | +234.7% | -157.5% | -1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling