+7,985.7%
USB vs EQT
+2,691.2%
+5,294.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.1% |
| 7D | 0.0% | -10.5% | +10.5% | +2.7% |
| 30D | +5.8% | -5.3% | +11.1% | +7.1% |
| 3M | -6.0% | -4.0% | -2.0% | -5.3% |
| 6M | +7.8% | -13.3% | +21.1% | +11.0% |
| YTD | +14.6% | -6.7% | +21.3% | +15.2% |
| 1Y | +31.8% | -11.2% | +42.9% | +33.8% |
| 3Y | +91.5% | +21.6% | +69.9% | +75.1% |
| 5Y | +22.0% | +158.6% | -136.6% | -11.6% |
| 10Y | +96.1% | +57.4% | +38.6% | +37.2% |
| All | +7,985.7% | +2,691.2% | +5,294.6% | +2,693.2% |
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