+195.6%
EQT vs WCN
+24.7%
+170.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +1.0% |
| 7D | -1.2% | -4.4% | +3.2% | +0.5% |
| 30D | +1.1% | -4.4% | +5.5% | +2.8% |
| 3M | +4.8% | +0.5% | +4.3% | +4.3% |
| 6M | -10.6% | -3.3% | -7.3% | -9.9% |
| YTD | +3.4% | -8.5% | +11.9% | +6.4% |
| 1Y | +8.7% | -8.9% | +17.6% | +11.7% |
| 3Y | +35.0% | +18.0% | +16.9% | +21.4% |
| All | +195.6% | +24.7% | +170.9% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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