+49.5%
EQT vs W
+155.6%
-106.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.9% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | +1.1% | -5.6% | +6.7% | +1.6% |
| 3M | +4.8% | +41.9% | -37.1% | -0.5% |
| 6M | -10.6% | +30.2% | -40.8% | -14.9% |
| YTD | +3.4% | -2.9% | +6.4% | +1.3% |
| 1Y | +8.7% | +11.6% | -2.9% | +3.8% |
| 3Y | +35.0% | +37.0% | -2.0% | +18.3% |
| 5Y | +204.2% | -62.8% | +267.1% | +191.7% |
| All | +49.5% | +155.6% | -106.1% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling