+251.2%
EQT vs WU
-22.8%
+274.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.9% |
| 7D | -1.2% | -5.0% | +3.8% | +0.9% |
| 30D | +1.1% | -2.3% | +3.4% | +1.9% |
| 3M | +4.8% | -3.2% | +8.0% | +4.0% |
| 6M | -10.6% | -25.0% | +14.5% | -1.9% |
| YTD | +3.4% | -21.7% | +25.1% | +10.8% |
| 1Y | +8.7% | -9.0% | +17.6% | +7.9% |
| 3Y | +35.0% | -28.9% | +63.8% | +43.8% |
| 5Y | +204.2% | -51.0% | +255.3% | +274.1% |
| 10Y | +52.5% | -40.1% | +92.6% | +60.0% |
| All | +251.2% | -22.8% | +274.0% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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