+49.5%
EQT vs WWD
+490.2%
-440.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.0% |
| 7D | -1.2% | -2.9% | +1.7% | -0.4% |
| 30D | +1.1% | -6.6% | +7.7% | +2.9% |
| 3M | +4.8% | -9.3% | +14.1% | +6.7% |
| 6M | -10.6% | -13.6% | +3.0% | -8.5% |
| YTD | +3.4% | +10.4% | -6.9% | -2.4% |
| 1Y | +8.7% | +39.9% | -31.2% | -5.5% |
| 3Y | +35.0% | +165.0% | -130.1% | -6.3% |
| 5Y | +204.2% | +183.8% | +20.5% | +101.8% |
| All | +49.5% | +490.2% | -440.7% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling