+6.9%
EQX vs UUUU
-61.1%
+68.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.2% | +8.2% | +3.2% |
| 7D | +10.8% | -19.9% | +30.7% | +20.6% |
| 30D | -0.9% | -41.5% | +40.6% | +21.6% |
| 3M | +9.5% | -47.0% | +56.5% | +39.4% |
| 6M | -16.8% | -68.7% | +51.9% | +25.7% |
| YTD | -19.3% | -54.7% | +35.4% | +15.9% |
| 1Y | +6.9% | -59.3% | +66.2% | +56.2% |
| All | +6.9% | -61.1% | +68.0% | +56.2% |
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