+162.1%
EQX vs UUUU
+74.5%
+87.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +3.0% |
| 7D | -3.2% | -10.5% | +7.3% | -0.2% |
| 30D | +7.8% | -10.5% | +18.3% | +11.0% |
| 3M | +21.3% | -14.1% | +35.5% | +25.7% |
| 6M | -22.4% | -35.5% | +13.1% | -14.2% |
| YTD | -11.3% | -10.9% | -0.4% | -9.0% |
| 1Y | +13.5% | +3.4% | +10.2% | +8.3% |
| 3Y | +162.1% | +73.1% | +89.0% | +97.5% |
| All | +162.1% | +74.5% | +87.6% | +97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling