+2,016.8%
EQT vs WCC
+1,675.2%
+341.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +1.3% |
| 7D | -1.2% | +1.7% | -2.8% | -1.6% |
| 30D | +1.1% | -6.1% | +7.1% | +2.2% |
| 3M | +4.8% | +3.1% | +1.7% | +3.2% |
| 6M | -10.6% | +28.2% | -38.8% | -17.0% |
| YTD | +3.4% | +41.1% | -37.7% | -6.4% |
| 1Y | +8.7% | +61.3% | -52.6% | -5.0% |
| 3Y | +35.0% | +123.6% | -88.7% | +5.2% |
| 5Y | +204.2% | +214.8% | -10.5% | +114.2% |
| 10Y | +52.5% | +513.6% | -461.2% | -14.2% |
| All | +2,016.8% | +1,675.2% | +341.6% | +830.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling