+18,420.3%
WDC vs EQT
+2,977.0%
+15,443.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +7.5% | -2.0% | +9.5% | +8.1% |
| 30D | +10.1% | +1.0% | +9.0% | +9.6% |
| 3M | -6.8% | +4.0% | -10.8% | -8.5% |
| 6M | +84.1% | -11.7% | +95.8% | +89.6% |
| YTD | +180.3% | +2.8% | +177.4% | +174.3% |
| 1Y | +411.1% | +10.0% | +401.1% | +387.6% |
| 3Y | +1,375.0% | +34.1% | +1,340.9% | +1,184.6% |
| 5Y | +991.6% | +195.3% | +796.3% | +596.1% |
| 10Y | +1,309.1% | +51.6% | +1,257.5% | +843.4% |
| All | +18,420.3% | +2,977.0% | +15,443.3% | +5,092.6% |
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