+42.1%
UPS vs EQX
+232.0%
-190.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.3% |
| 7D | -2.0% | -3.2% | +1.2% | -1.9% |
| 30D | -2.0% | +7.8% | -9.7% | -2.3% |
| 3M | -6.2% | +21.3% | -27.6% | -7.0% |
| 6M | +2.8% | -22.4% | +25.2% | +3.2% |
| YTD | +5.9% | -11.3% | +17.2% | +5.8% |
| 1Y | +26.2% | +13.5% | +12.7% | +25.1% |
| 3Y | -26.0% | +162.1% | -188.1% | -29.3% |
| 5Y | -34.3% | +84.2% | -118.5% | -38.3% |
| All | +42.1% | +232.0% | -190.0% | +56.2% |
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