+417.4%
WDC vs EQX
+42.9%
+374.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.2% | +6.4% |
| 7D | +1.7% | -1.4% | +3.1% | +2.0% |
| 30D | -10.0% | +24.4% | -34.3% | -16.1% |
| 3M | -18.8% | +11.6% | -30.4% | -22.5% |
| 6M | +79.0% | -25.0% | +104.0% | +84.2% |
| YTD | +171.6% | -8.4% | +179.9% | +163.3% |
| 1Y | +417.4% | +43.4% | +374.0% | +364.1% |
| All | +417.4% | +42.9% | +374.5% | +364.1% |
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