+162.1%
EQX vs WCN
+18.4%
+143.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -3.2% | -3.1% | -0.1% | -2.2% |
| 30D | +7.8% | -3.4% | +11.1% | +9.0% |
| 3M | +21.3% | +3.0% | +18.4% | +19.1% |
| 6M | -22.4% | -3.8% | -18.7% | -21.6% |
| YTD | -11.3% | -8.3% | -3.0% | -8.1% |
| 1Y | +13.5% | -9.7% | +23.3% | +18.6% |
| 3Y | +162.1% | +17.2% | +145.0% | +160.3% |
| All | +162.1% | +18.4% | +143.8% | +160.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling