+195.6%
EQT vs WY
-22.5%
+218.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.6% |
| 7D | -1.2% | -3.7% | +2.5% | +0.2% |
| 30D | +1.1% | -11.3% | +12.4% | +5.5% |
| 3M | +4.8% | -8.1% | +12.9% | +7.5% |
| 6M | -10.6% | -7.4% | -3.1% | -9.1% |
| YTD | +3.4% | -4.7% | +8.1% | +3.1% |
| 1Y | +8.7% | -9.2% | +17.9% | +10.4% |
| 3Y | +35.0% | -24.7% | +59.7% | +46.4% |
| All | +195.6% | -22.5% | +218.0% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling