+113.2%
WDC vs EQX
+7.1%
+106.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +12.8% | -19.6% | -9.6% |
| 7D | -18.3% | +7.6% | -25.9% | -19.8% |
| 30D | -26.7% | +0.4% | -27.1% | -26.9% |
| 3M | -40.9% | +18.0% | -58.9% | -45.0% |
| 6M | -26.8% | -18.4% | -8.4% | -25.4% |
| YTD | +88.2% | -19.3% | +107.5% | +85.5% |
| 1Y | +113.2% | +9.2% | +104.0% | +67.5% |
| All | +113.2% | +7.1% | +106.1% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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