-10.6%
EQT vs WCC
+28.6%
-39.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +0.4% |
| 7D | -1.2% | +1.7% | -2.8% | -1.1% |
| 30D | +1.1% | -6.1% | +7.1% | +0.9% |
| 3M | +4.8% | +3.1% | +1.7% | +5.1% |
| 6M | -10.6% | +28.2% | -38.8% | -11.3% |
| All | -10.6% | +28.6% | -39.1% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 6mo: compounded portfolio wealth divided by compounded WCC 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…
6mo analysis · Full analysis span regression · 6 months rolling