+911.8%
URI vs EQX
+244.1%
+667.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.3% | +1.2% |
| 7D | +5.0% | +1.7% | +3.3% | +4.8% |
| 30D | -9.4% | +11.1% | -20.5% | -10.4% |
| 3M | -5.8% | +23.1% | -28.9% | -8.0% |
| 6M | +25.8% | -21.8% | +47.7% | +27.7% |
| YTD | +27.9% | -8.1% | +36.0% | +27.3% |
| 1Y | +9.7% | +29.7% | -20.0% | +5.3% |
| 3Y | +128.0% | +179.9% | -51.9% | +97.7% |
| 5Y | +212.4% | +82.5% | +129.9% | +170.2% |
| All | +911.8% | +244.1% | +667.7% | +999.1% |
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 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