+6.7%
XME vs EQH
+18.6%
-12.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.4% |
| 7D | -5.5% | +2.8% | -8.3% | -6.2% |
| 30D | -11.1% | +3.9% | -15.0% | -12.1% |
| 3M | -11.1% | +16.3% | -27.5% | -15.2% |
| 6M | -18.0% | +37.1% | -55.1% | -25.3% |
| YTD | -7.4% | +20.2% | -27.6% | -12.9% |
| 1Y | +6.7% | +17.9% | -11.3% | +1.0% |
| All | +6.7% | +18.6% | -12.0% | +1.0% |
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 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