+72.4%
UBER vs EQX
+205.2%
-132.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.4% |
| 7D | -5.4% | -3.2% | -2.2% | -5.0% |
| 30D | -4.9% | +7.8% | -12.7% | -6.0% |
| 3M | +3.0% | +21.3% | -18.3% | 0.0% |
| 6M | -4.4% | -22.4% | +18.0% | -2.3% |
| YTD | -12.3% | -11.3% | -1.0% | -12.9% |
| 1Y | -24.3% | +13.5% | -37.8% | -27.9% |
| 3Y | +46.4% | +162.1% | -115.7% | +17.8% |
| 5Y | +79.7% | +84.2% | -4.5% | +46.5% |
| All | +72.4% | +205.2% | -132.8% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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