+5.1%
XHB vs EQH
+18.6%
-13.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.0% |
| 7D | +9.7% | +2.8% | +6.9% | +9.0% |
| 30D | +11.7% | +3.9% | +7.7% | +10.6% |
| 3M | -1.4% | +16.3% | -17.7% | -5.3% |
| 6M | +6.8% | +37.1% | -30.3% | -2.1% |
| YTD | +5.5% | +20.2% | -14.7% | -0.6% |
| 1Y | +5.1% | +17.9% | -12.8% | -0.3% |
| All | +5.1% | +18.6% | -13.5% | -0.3% |
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