+3,033.3%
EQT vs GWW
+13,908.6%
-10,875.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -1.2% | -3.1% | +2.0% | -0.1% |
| 30D | +1.1% | -2.3% | +3.4% | +1.8% |
| 3M | +4.8% | -3.3% | +8.1% | +5.6% |
| 6M | -10.6% | +15.4% | -26.0% | -15.4% |
| YTD | +3.4% | +26.7% | -23.3% | -5.5% |
| 1Y | +8.7% | +29.0% | -20.3% | -1.6% |
| 3Y | +35.0% | +89.0% | -54.0% | +5.7% |
| 5Y | +204.2% | +221.8% | -17.5% | +96.8% |
| 10Y | +52.5% | +562.7% | -510.2% | -25.0% |
| All | +3,033.3% | +13,908.6% | -10,875.3% | +762.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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