EQR monthly performance report
View EQR's monthly returns, drawdown, and seasonality trends — updated every month.
EQR monthly report
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Key takeaways
- Equity Residential (EQR) closed November 2026 at $63.66, down 4.20% for the month and −0.72% over the trailing 12 months.
- Year-to-date, EQR is +0.98%, underperforming the S&P 500 which has returned +13.31% YTD.
- The stock is trading +0.42% versus its 200-day moving average ($63.40), a bullish technical signal.
- Over the past three years, EQR has underperformed the S&P 500 by −77.26%, with a relative strength index reading of 56.4.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Equity Residential ended November 2026 at $63.66, posting a monthly return of −4.20%. The S&P 500 returned +3.43% over the same window, leaving relative performance at −7.63%.
The current quarter stands at −6.29% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.42% versus the 200-day moving average ($63.40).
Year-to-date, EQR is +0.98% against SPY +13.31%, a gap of −12.32%. The stock is currently −10.97% below its 52-week high, with maximum 3-year drawdown at −25.74%.
| Period | EQR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −3.50% | −0.47% | −3.03% |
| 1 Week | −3.30% | −0.05% | −3.25% |
| 1 Month | −4.20% | +3.43% | −7.63% |
| 3 Months | −3.30% | +3.27% | −6.57% |
| 6 Months | −1.53% | +13.42% | −14.95% |
| YTD | +0.98% | +13.31% | −12.32% |
| 12 Months | −0.72% | +20.08% | −20.80% |
| 3 Years | −0.16% | +77.10% | −77.26% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +10.53% |
| #2 | Nov 2024 | +8.94% |
| #3 | Jun 2023 | +8.50% |
| #4 | Dec 2023 | +7.60% |
| #5 | Aug 2024 | +7.54% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −9.44% |
| #2 | Oct 2025 | −8.17% |
| #3 | Mar 2026 | −6.42% |
| #4 | Dec 2024 | −6.39% |
| #5 | Jul 2025 | −6.36% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.71% |
| Q3 2025 | −4.09% |
| Q4 2025 | −2.61% |
| Q1 2026 | −6.17% |
| Q2 2026 | +14.84% |
| Q3 2026 (QTD) | −6.29% |
| Year | Return |
|---|---|
| 2023 | +3.66% |
| 2024 | +17.33% |
| 2025 | −12.15% |
| 2026 | +0.98% |
| Metric | Value |
|---|---|
| 52-Week High | $71.50 (2026-07-07) |
| 52-Week Low | $57.57 (2026-03-20) |
| Current Price | $63.66 |
| 200-Day Moving Average | $63.40 |
| Price vs 200DMA | +0.42% |
| 3-Year Maximum Drawdown | −25.74% (2026-03-20) |
| Current Drawdown from 52W High | −10.97% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 56.4 |
| 3-Year Excess Return vs S&P 500 | −77.26% |
| RS Peak | 100.4 (Aug 2023) |
| RS Trough | 56.4 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EQR's return for this report period?
EQR returned −4.20% in the latest monthly window ending 2026-08-17.
Has EQR outperformed SPY year to date?
YTD EQR: +0.98% vs SPY: +13.31%.
What is EQR's 12-month return?
−0.72% over the trailing 12 months.
Is EQR above or below its 200-day moving average?
Price is +0.42% versus 200DMA ($63.40).
What is the maximum drawdown in the 3-year window?
−25.74% on 2026-03-20.