-4.9%
EQT vs WEC
+9.7%
-14.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.3% | -5.5% | -3.7% |
| 7D | -6.6% | +6.9% | -13.5% | -8.0% |
| 30D | +2.7% | +16.6% | -13.9% | -1.3% |
| 3M | -0.2% | +9.1% | -9.2% | -2.4% |
| 6M | -10.6% | +3.2% | -13.8% | -11.3% |
| YTD | -1.2% | +14.9% | -16.1% | -5.9% |
| 1Y | -4.9% | +9.2% | -14.0% | -6.5% |
| All | -4.9% | +9.7% | -14.5% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling