+3,033.3%
EQT vs WY
+652.8%
+2,380.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.4% |
| 7D | -1.2% | -3.7% | +2.5% | 0.0% |
| 30D | +1.1% | -11.3% | +12.4% | +4.9% |
| 3M | +4.8% | -8.1% | +12.9% | +7.2% |
| 6M | -10.6% | -7.4% | -3.1% | -9.2% |
| YTD | +3.4% | -4.7% | +8.1% | +3.5% |
| 1Y | +8.7% | -9.2% | +17.9% | +10.2% |
| 3Y | +35.0% | -24.7% | +59.7% | +43.2% |
| 5Y | +204.2% | -21.6% | +225.8% | +218.4% |
| 10Y | +52.5% | +6.7% | +45.8% | +36.7% |
| All | +3,033.3% | +652.8% | +2,380.5% | +1,831.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling