+49.5%
EQT vs WM
+306.3%
-256.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.9% |
| 7D | -1.2% | -3.1% | +2.0% | +0.2% |
| 30D | +1.1% | -5.3% | +6.4% | +3.4% |
| 3M | +4.8% | -4.2% | +9.0% | +6.4% |
| 6M | -10.6% | -8.1% | -2.5% | -7.8% |
| YTD | +3.4% | -1.4% | +4.9% | +3.2% |
| 1Y | +8.7% | +0.2% | +8.4% | +7.4% |
| 3Y | +35.0% | +43.1% | -8.1% | +11.5% |
| 5Y | +204.2% | +49.8% | +154.4% | +143.9% |
| All | +49.5% | +306.3% | -256.8% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling