+195.6%
EQT vs W
-62.6%
+258.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.8% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | +1.1% | -5.6% | +6.7% | +1.4% |
| 3M | +4.8% | +41.9% | -37.1% | +1.4% |
| 6M | -10.6% | +30.2% | -40.8% | -13.2% |
| YTD | +3.4% | -2.9% | +6.4% | +2.3% |
| 1Y | +8.7% | +11.6% | -2.9% | +5.7% |
| 3Y | +35.0% | +37.0% | -2.0% | +23.6% |
| All | +195.6% | -62.6% | +258.2% | +212.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling