-65.6%
XE vs EQH
+37.2%
-102.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +1.6% | -10.1% | -9.0% |
| 7D | -12.9% | +2.8% | -15.7% | -13.7% |
| 30D | -30.3% | +3.9% | -34.2% | -31.1% |
| 3M | -45.9% | +16.3% | -62.2% | -48.6% |
| 6M | -66.2% | +37.1% | -103.3% | -68.3% |
| All | -65.6% | +37.2% | -102.8% | -67.6% |
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