+201.0%
URI vs EQX
+73.3%
+127.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.1% | +1.2% | -3.4% |
| 7D | -0.5% | -7.0% | +6.5% | +0.2% |
| 30D | -13.4% | +4.8% | -18.2% | -13.8% |
| 3M | -6.2% | +25.6% | -31.8% | -8.5% |
| 6M | +28.0% | -25.8% | +53.8% | +30.5% |
| YTD | +23.0% | -12.7% | +35.7% | +23.0% |
| 1Y | +5.5% | +14.1% | -8.5% | +2.6% |
| 3Y | +119.2% | +165.7% | -46.6% | +91.1% |
| 5Y | +201.0% | +81.2% | +119.8% | +164.1% |
| All | +201.0% | +73.3% | +127.8% | +164.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling