+8.8%
XLRE vs EQH
+2.5%
+6.4%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | -1.2% | +5.5% | -6.7% | -1.8% |
| 30D | -2.8% | +3.2% | -6.0% | -3.1% |
| 3M | -0.2% | +32.5% | -32.7% | -3.5% |
| 6M | +1.9% | +33.7% | -31.8% | -1.9% |
| YTD | +10.6% | +13.4% | -2.9% | +8.5% |
| 1Y | +8.8% | +0.6% | +8.2% | +8.1% |
| All | +8.8% | +2.5% | +6.4% | +8.1% |
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