+162.1%
EQX vs WWD
+167.6%
-5.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.1% |
| 7D | -3.2% | -2.6% | -0.6% | -2.2% |
| 30D | +7.8% | -6.9% | +14.7% | +10.5% |
| 3M | +21.3% | -13.0% | +34.4% | +27.2% |
| 6M | -22.4% | -12.5% | -10.0% | -19.0% |
| YTD | -11.3% | +11.8% | -23.2% | -14.2% |
| 1Y | +13.5% | +41.1% | -27.5% | +1.9% |
| 3Y | +162.1% | +163.1% | -0.9% | +90.3% |
| All | +162.1% | +167.6% | -5.5% | +90.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling