+47.1%
EQT vs UUUU
+465.5%
-418.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -0.9% |
| 7D | -2.0% | -10.5% | +8.5% | -0.4% |
| 30D | 0.0% | -10.5% | +10.5% | +1.4% |
| 3M | +5.9% | -14.1% | +20.1% | +7.4% |
| 6M | -14.8% | -35.5% | +20.7% | -11.2% |
| YTD | +1.8% | -10.9% | +12.7% | -1.8% |
| 1Y | +7.4% | +3.4% | +4.0% | -2.3% |
| 3Y | +33.6% | +73.1% | -39.5% | +2.9% |
| 5Y | +199.3% | +87.1% | +112.2% | +114.1% |
| All | +47.1% | +465.5% | -418.4% | -27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling