+29.1%
XLV vs EQH
+12.7%
+16.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.7% | +3.2% | -1.8% |
| 7D | +0.5% | -3.1% | +3.6% | +0.9% |
| 30D | +10.7% | -2.9% | +13.6% | +11.1% |
| 3M | +13.1% | +3.1% | +9.9% | +12.7% |
| 6M | +28.3% | +21.8% | +6.5% | +25.3% |
| YTD | +20.9% | +13.3% | +7.6% | +18.6% |
| 1Y | +29.1% | +20.1% | +8.9% | +24.2% |
| All | +29.1% | +12.7% | +16.3% | +24.2% |
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