+480.1%
XLK vs EQH
+234.7%
+245.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.8% |
| 7D | +0.2% | +0.7% | -0.5% | -0.1% |
| 30D | -0.6% | +2.8% | -3.5% | -1.8% |
| 3M | +2.6% | +23.1% | -20.5% | -5.8% |
| 6M | +34.0% | +41.4% | -7.4% | +16.0% |
| YTD | +30.7% | +14.3% | +16.4% | +22.4% |
| 1Y | +39.2% | +1.6% | +37.6% | +35.8% |
| 3Y | +120.4% | +102.7% | +17.7% | +61.7% |
| 5Y | +148.8% | +104.5% | +44.3% | +79.2% |
| All | +480.1% | +234.7% | +245.4% | +217.0% |
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