-4.9%
EQT vs UUUU
-55.1%
+50.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.2% |
| 7D | -6.6% | -14.4% | +7.8% | -6.4% |
| 30D | +2.7% | -33.6% | +36.4% | +3.2% |
| 3M | -0.2% | -44.2% | +44.0% | +0.4% |
| 6M | -10.6% | -66.8% | +56.2% | -9.3% |
| YTD | -1.2% | -50.6% | +49.5% | -1.5% |
| 1Y | -4.9% | -57.8% | +52.9% | -4.1% |
| All | -4.9% | -55.1% | +50.3% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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