+35.8%
EQT vs WSM
+226.4%
-190.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.8% |
| 7D | -1.2% | +0.4% | -1.6% | -1.2% |
| 30D | +1.1% | -10.7% | +11.8% | +2.1% |
| 3M | +4.8% | +8.5% | -3.7% | +3.8% |
| 6M | -10.6% | +19.6% | -30.2% | -12.6% |
| YTD | +3.4% | +26.6% | -23.2% | +0.2% |
| 1Y | +8.7% | +12.0% | -3.3% | +6.7% |
| All | +35.8% | +226.4% | -190.6% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling