+233.4%
EQX vs UUUU
+399.3%
-165.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.3% | +1.3% | -3.6% |
| 7D | -7.0% | -5.0% | -2.0% | -5.9% |
| 30D | +4.8% | -7.8% | +12.6% | +6.7% |
| 3M | +25.6% | -0.4% | +26.1% | +25.3% |
| 6M | -25.8% | -32.9% | +7.0% | -19.8% |
| YTD | -12.7% | -6.3% | -6.5% | -12.6% |
| 1Y | +14.1% | +7.9% | +6.1% | +7.9% |
| 3Y | +165.7% | +85.2% | +80.6% | +110.7% |
| 5Y | +81.2% | +97.0% | -15.7% | +36.9% |
| All | +233.4% | +399.3% | -165.9% | +110.3% |
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 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