+380.3%
WDC vs EQT
+9.6%
+370.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.5% |
| 7D | +4.4% | -1.2% | +5.6% | +4.5% |
| 30D | +5.3% | +1.1% | +4.2% | +5.2% |
| 3M | -5.9% | +4.8% | -10.7% | -6.3% |
| 6M | +73.2% | -10.6% | +83.8% | +78.6% |
| YTD | +167.8% | +3.4% | +164.4% | +162.9% |
| All | +380.3% | +9.6% | +370.7% | +371.4% |
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