+916.1%
WDC vs EQX
+83.7%
+832.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.3% |
| 7D | -4.3% | -3.2% | -1.1% | -3.8% |
| 30D | -1.5% | +7.8% | -9.3% | -3.2% |
| 3M | -15.5% | +21.3% | -36.8% | -19.0% |
| 6M | +66.5% | -22.4% | +88.9% | +70.7% |
| YTD | +159.9% | -11.3% | +171.2% | +159.0% |
| 1Y | +366.0% | +13.5% | +352.4% | +345.3% |
| 3Y | +1,285.8% | +162.1% | +1,123.7% | +1,024.1% |
| All | +916.1% | +83.7% | +832.4% | +711.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling