+8,124.5%
USB vs EQT
+2,858.4%
+5,266.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +1.2% | +3.4% | -2.2% | +0.3% |
| 30D | +6.3% | -3.5% | +9.8% | +7.1% |
| 3M | -6.1% | -2.8% | -3.3% | -5.7% |
| 6M | +13.0% | -5.5% | +18.5% | +13.9% |
| YTD | +16.6% | -1.1% | +17.7% | +15.5% |
| 1Y | +31.1% | -12.9% | +44.0% | +33.8% |
| 3Y | +100.9% | +39.5% | +61.4% | +77.5% |
| 5Y | +24.5% | +164.1% | -139.6% | -10.2% |
| 10Y | +82.9% | +60.8% | +22.1% | +27.7% |
| All | +8,124.5% | +2,858.4% | +5,266.0% | +2,700.5% |
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