+174.3%
EQT vs UUUU
-92.5%
+266.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.2% |
| 7D | -1.2% | -5.0% | +3.8% | -0.7% |
| 30D | +1.1% | -7.8% | +8.9% | +1.7% |
| 3M | +4.8% | -0.4% | +5.2% | +4.1% |
| 6M | -10.6% | -32.9% | +22.3% | -8.5% |
| YTD | +3.4% | -6.3% | +9.7% | +1.1% |
| 1Y | +8.7% | +7.9% | +0.8% | +3.0% |
| 3Y | +35.0% | +85.2% | -50.2% | +16.8% |
| 5Y | +204.2% | +97.0% | +107.3% | +155.0% |
| 10Y | +52.5% | +492.6% | -440.1% | +7.7% |
| All | +174.3% | -92.5% | +266.7% | +94.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling