+1,285.8%
WDC vs EQX
+168.9%
+1,116.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.3% |
| 7D | -4.3% | -3.2% | -1.1% | -3.7% |
| 30D | -1.5% | +7.8% | -9.3% | -3.3% |
| 3M | -15.5% | +21.3% | -36.8% | -19.3% |
| 6M | +66.5% | -22.4% | +88.9% | +70.0% |
| YTD | +159.9% | -11.3% | +171.2% | +158.0% |
| 1Y | +366.0% | +13.5% | +352.4% | +344.8% |
| 3Y | +1,285.8% | +162.1% | +1,123.7% | +1,073.3% |
| All | +1,285.8% | +168.9% | +1,116.9% | +1,073.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling