+24.8%
USAR vs EQX
+42.9%
-18.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +1.0% |
| 7D | -2.1% | -1.4% | -0.7% | -1.4% |
| 30D | +2.6% | +24.4% | -21.8% | -10.2% |
| 3M | -35.0% | +11.6% | -46.6% | -39.8% |
| 6M | -6.9% | -25.0% | +18.1% | +5.4% |
| YTD | +48.0% | -8.4% | +56.4% | +51.8% |
| 1Y | +24.8% | +43.4% | -18.6% | +47.1% |
| All | +24.8% | +42.9% | -18.1% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling