-4.9%
EQT vs WPM
+38.8%
-43.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +12.0% | -15.2% | -3.2% |
| 7D | -6.6% | +3.9% | -10.5% | -6.5% |
| 30D | +2.7% | -3.5% | +6.2% | +3.0% |
| 3M | -0.2% | +14.1% | -14.3% | -0.2% |
| 6M | -10.6% | +6.2% | -16.8% | -10.5% |
| YTD | -1.2% | +12.4% | -13.5% | -8.3% |
| 1Y | -4.9% | +40.0% | -44.8% | -24.5% |
| All | -4.9% | +38.8% | -43.7% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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