+3,033.3%
EQT vs WST
+12,486.6%
-9,453.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.1% |
| 7D | -1.2% | +0.4% | -1.6% | -1.3% |
| 30D | +1.1% | -2.0% | +3.1% | +1.5% |
| 3M | +4.8% | +4.1% | +0.7% | +3.7% |
| 6M | -10.6% | +47.4% | -58.0% | -18.7% |
| YTD | +3.4% | +25.4% | -22.0% | -2.7% |
| 1Y | +8.7% | +35.3% | -26.6% | +0.1% |
| 3Y | +35.0% | -11.7% | +46.6% | +29.2% |
| 5Y | +204.2% | -24.0% | +228.3% | +194.3% |
| 10Y | +52.5% | +345.2% | -292.8% | -13.2% |
| All | +3,033.3% | +12,486.6% | -9,453.3% | +852.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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