+9.2%
EQX vs WWD
+27.2%
-18.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -1.9% | +14.7% | +13.7% |
| 7D | +7.6% | +7.3% | +0.3% | +3.6% |
| 30D | +0.4% | -2.0% | +2.4% | +1.3% |
| 3M | +18.0% | -12.6% | +30.6% | +25.2% |
| 6M | -18.4% | -8.4% | -9.9% | -16.0% |
| YTD | -19.3% | +8.2% | -27.6% | -19.8% |
| 1Y | +9.2% | +26.5% | -17.3% | +6.3% |
| All | +9.2% | +27.2% | -18.0% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling