ESS monthly performance report
View ESS's monthly returns, drawdown, and seasonality trends — updated every month.
ESS monthly report
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Key takeaways
- Essex Property Trust (ESS) closed November 2026 at $273.32, up 3.46% for the month and +7.77% over the trailing 12 months.
- Year-to-date, ESS is +4.45%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +1.03% versus its 200-day moving average ($270.54), a bullish technical signal.
- Over the past three years, ESS has underperformed the S&P 500 by −38.47%, with a relative strength index reading of 77.5.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Essex Property Trust ended November 2026 at $273.32, posting a monthly return of +3.46%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +3.64%.
The current quarter stands at +1.46% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +1.03% versus the 200-day moving average ($270.54).
Year-to-date, ESS is +4.45% against SPY +10.62%, a gap of −6.18%. The stock is currently −9.88% below its 52-week high, with maximum 3-year drawdown at −23.97%.
| Period | ESS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.56% | −0.36% | +0.92% |
| 1 Week | +0.42% | +2.59% | −2.18% |
| 1 Month | +3.46% | −0.18% | +3.64% |
| 3 Months | −3.44% | −2.37% | −1.07% |
| 6 Months | +1.78% | +0.83% | +0.96% |
| YTD | +4.45% | +10.62% | −6.18% |
| 12 Months | +7.77% | +12.25% | −4.48% |
| 3 Years | +32.90% | +71.37% | −38.47% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2023 | +16.15% |
| #2 | Feb 2025 | +9.49% |
| #3 | Nov 2024 | +9.37% |
| #4 | Apr 2026 | +8.76% |
| #5 | Aug 2024 | +8.42% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2023 | −11.03% |
| #2 | Apr 2025 | −8.94% |
| #3 | Jul 2025 | −8.19% |
| #4 | Dec 2024 | −8.06% |
| #5 | Oct 2025 | −5.94% |
| Quarter | Return |
|---|---|
| Q3 2025 | −5.55% |
| Q4 2025 | −2.23% |
| Q1 2026 | −7.52% |
| Q2 2026 | +20.49% |
| Q3 2026 | −7.61% |
| Q4 2026 (QTD) | +1.46% |
| Year | Return |
|---|---|
| 2023 | +17.00% |
| 2024 | +15.12% |
| 2025 | −8.32% |
| 2026 | +4.45% |
| Metric | Value |
|---|---|
| 52-Week High | $303.30 (2026-07-07) |
| 52-Week Low | $238.46 (2026-03-27) |
| Current Price | $273.32 |
| 200-Day Moving Average | $270.54 |
| Price vs 200DMA | +1.03% |
| 3-Year Maximum Drawdown | −23.97% (2026-03-27) |
| Current Drawdown from 52W High | −9.88% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 77.5 |
| 3-Year Excess Return vs S&P 500 | −38.47% |
| RS Peak | 120.2 (Sep 2024) |
| RS Trough | 72.4 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was ESS's return for this report period?
ESS returned +3.46% in the latest monthly window ending 2026-11-13.
Has ESS outperformed SPY year to date?
YTD ESS: +4.45% vs SPY: +10.62%.
What is ESS's 12-month return?
+7.77% over the trailing 12 months.
Is ESS above or below its 200-day moving average?
Price is +1.03% versus 200DMA ($270.54).
What is the maximum drawdown in the 3-year window?
−23.97% on 2026-03-27.