+2,062.1%
EQT vs WWD
+14,805.6%
-12,743.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.8% |
| 3M | +4.8% | -9.3% | +14.1% | +6.8% |
| 6M | -10.6% | -13.6% | +3.0% | -8.5% |
| YTD | +3.4% | +10.4% | -6.9% | -1.7% |
| 1Y | +8.7% | +39.9% | -31.2% | -4.0% |
| 3Y | +35.0% | +165.0% | -130.1% | -2.1% |
| 5Y | +204.2% | +183.8% | +20.5% | +113.6% |
| 10Y | +52.5% | +486.6% | -434.2% | -18.6% |
| All | +2,062.1% | +14,805.6% | -12,743.5% | +594.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling