+233.4%
EQX vs WU
-32.5%
+265.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.3% | -4.9% |
| 7D | -7.0% | -5.0% | -2.0% | -6.2% |
| 30D | +4.8% | -2.3% | +7.1% | +5.2% |
| 3M | +25.6% | -3.2% | +28.9% | +25.5% |
| 6M | -25.8% | -25.0% | -0.8% | -22.6% |
| YTD | -12.7% | -21.7% | +8.9% | -9.9% |
| 1Y | +14.1% | -9.0% | +23.0% | +14.3% |
| 3Y | +165.7% | -28.9% | +194.6% | +175.3% |
| 5Y | +81.2% | -51.0% | +132.3% | +94.2% |
| All | +233.4% | -32.5% | +265.9% | +446.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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