-8.5%
EQT vs WSM
+35.8%
-44.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -4.0% |
| 7D | -6.9% | -0.5% | -6.4% | -6.8% |
| 30D | -3.2% | +7.1% | -10.3% | -2.5% |
| 3M | -0.9% | +4.5% | -5.4% | -0.5% |
| 6M | -13.0% | +44.4% | -57.4% | -9.9% |
| YTD | -4.4% | +46.8% | -51.2% | -0.6% |
| 1Y | -8.5% | +31.7% | -40.3% | -2.8% |
| All | -8.5% | +35.8% | -44.3% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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