+9.1%
EQT vs WM
+0.3%
+8.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.7% |
| 7D | -1.2% | -3.1% | +2.0% | -0.7% |
| 30D | +1.1% | -5.3% | +6.4% | +1.8% |
| 3M | +4.8% | -4.2% | +9.0% | +5.3% |
| 6M | -10.6% | -8.1% | -2.5% | -9.6% |
| YTD | +3.4% | -1.4% | +4.9% | +4.1% |
| All | +9.1% | +0.3% | +8.8% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling