+297.5%
WBD vs EQT
+271.3%
+26.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -0.6% | -1.2% | +0.6% | -0.3% |
| 30D | +4.2% | +1.1% | +3.1% | +3.8% |
| 3M | +7.5% | +4.8% | +2.7% | +5.8% |
| 6M | +1.6% | -10.6% | +12.2% | +4.1% |
| YTD | -2.2% | +3.4% | -5.6% | -4.1% |
| 1Y | +124.9% | +8.7% | +116.2% | +116.2% |
| 3Y | +149.1% | +35.0% | +114.2% | +120.7% |
| 5Y | +7.8% | +204.2% | -196.4% | -28.5% |
| 10Y | +14.9% | +52.5% | -37.6% | -18.4% |
| All | +297.5% | +271.3% | +26.2% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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