+1,228.2%
WDC vs EQT
+52.9%
+1,175.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.6% |
| 7D | +4.4% | -1.2% | +5.6% | +4.7% |
| 30D | +5.3% | +1.1% | +4.2% | +5.0% |
| 3M | -5.9% | +4.8% | -10.7% | -7.2% |
| 6M | +73.2% | -10.6% | +83.8% | +76.4% |
| YTD | +167.8% | +3.4% | +164.4% | +163.7% |
| 1Y | +386.0% | +8.7% | +377.3% | +372.2% |
| 3Y | +1,309.7% | +35.0% | +1,274.7% | +1,188.0% |
| 5Y | +957.1% | +204.2% | +752.8% | +705.0% |
| All | +1,228.2% | +52.9% | +1,175.3% | +942.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling