+40.4%
USB vs EQX
+74.3%
-33.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.0% |
| 6M | +21.6% | -23.7% | +45.3% | +22.4% |
| YTD | +19.3% | -9.6% | +28.9% | +19.1% |
| 1Y | +33.6% | +29.1% | +4.4% | +31.4% |
| 3Y | +97.7% | +175.3% | -77.6% | +85.8% |
| 5Y | +40.4% | +77.3% | -36.8% | +28.3% |
| All | +40.4% | +74.3% | -33.9% | +28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling