+89.2%
USB vs EQT
+59.3%
+29.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +2.3% |
| 7D | +0.8% | -8.7% | +9.5% | +2.4% |
| 30D | +6.8% | -5.2% | +12.0% | +7.7% |
| 3M | -3.8% | -3.1% | -0.6% | -3.4% |
| 6M | +11.7% | -10.3% | +22.0% | +13.5% |
| YTD | +17.5% | -5.8% | +23.3% | +17.7% |
| 1Y | +33.8% | -12.9% | +46.6% | +35.8% |
| 3Y | +104.2% | +32.0% | +72.2% | +88.6% |
| 5Y | +26.4% | +164.6% | -138.2% | +2.0% |
| 10Y | +89.2% | +53.3% | +35.9% | +40.8% |
| All | +89.2% | +59.3% | +29.9% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 10y: compounded portfolio wealth divided by compounded EQT 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…
10y analysis · Full analysis span regression · 6 months rolling