+273.9%
EQT vs WPM
+5,810.9%
-5,537.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.3% |
| 7D | -1.2% | -3.6% | +2.4% | -0.5% |
| 30D | +1.1% | +12.5% | -11.4% | -1.5% |
| 3M | +4.8% | +40.6% | -35.8% | -2.6% |
| 6M | -10.6% | +0.5% | -11.1% | -12.1% |
| YTD | +3.4% | +29.0% | -25.6% | -4.0% |
| 1Y | +8.7% | +43.8% | -35.1% | -1.7% |
| 3Y | +35.0% | +266.3% | -231.3% | -0.3% |
| 5Y | +204.2% | +255.1% | -50.9% | +123.7% |
| 10Y | +52.5% | +526.8% | -474.3% | -8.4% |
| All | +273.9% | +5,810.9% | -5,537.0% | +13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling