+233.4%
EQX vs WCN
+128.9%
+104.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -3.9% | -4.7% |
| 7D | -7.0% | -4.4% | -2.6% | -5.6% |
| 30D | +4.8% | -4.4% | +9.3% | +6.5% |
| 3M | +25.6% | +0.5% | +25.2% | +24.7% |
| 6M | -25.8% | -3.3% | -22.6% | -25.7% |
| YTD | -12.7% | -8.5% | -4.3% | -10.7% |
| 1Y | +14.1% | -8.9% | +23.0% | +16.7% |
| 3Y | +165.7% | +18.0% | +147.7% | +150.6% |
| 5Y | +81.2% | +25.0% | +56.2% | +67.5% |
| All | +233.4% | +128.9% | +104.5% | +335.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling