+8,438.8%
USB vs EQT
+3,007.4%
+5,431.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +1.4% | +1.1% | +0.3% | +1.2% |
| 30D | -1.3% | +7.7% | -9.0% | -3.1% |
| 3M | +15.2% | +0.2% | +15.1% | +14.9% |
| 6M | +18.8% | -9.5% | +28.3% | +21.0% |
| YTD | +21.0% | +3.8% | +17.2% | +18.7% |
| 1Y | +34.0% | +7.8% | +26.3% | +29.7% |
| 3Y | +95.3% | +30.1% | +65.2% | +76.0% |
| 5Y | +40.4% | +188.6% | -148.2% | -1.4% |
| 10Y | +107.3% | +54.6% | +52.7% | +47.1% |
| All | +8,438.8% | +3,007.4% | +5,431.4% | +2,779.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling