+251.1%
EQX vs WWD
+384.6%
-133.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.1% | +1.8% |
| 7D | +1.7% | +0.6% | +1.1% | +1.6% |
| 30D | +11.1% | -5.1% | +16.2% | +12.4% |
| 3M | +23.1% | -11.2% | +34.3% | +26.5% |
| 6M | -21.8% | -12.0% | -9.8% | -19.5% |
| YTD | -8.1% | +12.0% | -20.1% | -10.4% |
| 1Y | +29.7% | +42.8% | -13.1% | +19.3% |
| 3Y | +179.9% | +168.9% | +11.0% | +121.3% |
| 5Y | +82.5% | +192.2% | -109.7% | +38.5% |
| All | +251.1% | +384.6% | -133.5% | +206.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling