+3,033.3%
EQT vs WEC
+3,955.7%
-922.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.9% |
| 7D | -1.2% | -1.3% | +0.1% | -0.6% |
| 30D | +1.1% | -0.4% | +1.5% | +1.2% |
| 3M | +4.8% | -6.8% | +11.6% | +7.9% |
| 6M | -10.6% | -6.4% | -4.2% | -8.3% |
| YTD | +3.4% | +2.5% | +1.0% | +1.9% |
| 1Y | +8.7% | -0.4% | +9.1% | +8.3% |
| 3Y | +35.0% | +38.5% | -3.6% | +15.3% |
| 5Y | +204.2% | +31.7% | +172.6% | +162.9% |
| 10Y | +52.5% | +146.6% | -94.1% | -8.4% |
| All | +3,033.3% | +3,955.7% | -922.4% | +632.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling