+3,045.3%
EQT vs WM
+26,336.4%
-23,291.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | +7.7% | -2.4% | +10.1% | +8.1% |
| 3M | +0.2% | +0.4% | -0.2% | 0.0% |
| 6M | -9.5% | -9.5% | 0.0% | -8.0% |
| YTD | +3.8% | +0.5% | +3.3% | +3.5% |
| 1Y | +7.8% | -1.1% | +8.9% | +7.6% |
| 3Y | +30.1% | +46.0% | -15.9% | +21.0% |
| 5Y | +188.6% | +51.8% | +136.8% | +166.4% |
| 10Y | +54.6% | +307.5% | -252.9% | +21.3% |
| All | +3,045.3% | +26,336.4% | -23,291.1% | +2,004.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling