+417.4%
WDC vs EQT
+7.9%
+409.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +5.9% |
| 7D | +1.7% | +1.1% | +0.6% | +1.7% |
| 30D | -10.0% | +7.7% | -17.7% | -10.5% |
| 3M | -18.8% | +0.2% | -18.9% | -18.3% |
| 6M | +79.0% | -9.5% | +88.5% | +84.1% |
| YTD | +171.6% | +3.8% | +167.7% | +166.7% |
| 1Y | +417.4% | +7.8% | +409.6% | +411.1% |
| All | +417.4% | +7.9% | +409.5% | +411.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling