+31.6%
USB vs EQX
+27.6%
+4.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.3% |
| 7D | +2.1% | +3.8% | -1.7% | +2.0% |
| 30D | -2.3% | +9.4% | -11.6% | -2.6% |
| 3M | +13.9% | +16.8% | -3.0% | +13.1% |
| 6M | +21.6% | -23.7% | +45.3% | +22.0% |
| YTD | +19.3% | -9.6% | +28.9% | +18.8% |
| All | +31.6% | +27.6% | +4.1% | +31.2% |
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