+33.4%
WEC vs EQX
+83.7%
-50.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.1% |
| 7D | -0.6% | -3.2% | +2.6% | -0.4% |
| 30D | -2.6% | +7.8% | -10.4% | -3.1% |
| 3M | -6.0% | +21.3% | -27.4% | -7.3% |
| 6M | -5.4% | -22.4% | +17.0% | -4.4% |
| YTD | +2.5% | -11.3% | +13.8% | +2.3% |
| 1Y | -0.7% | +13.5% | -14.2% | -2.8% |
| 3Y | +38.7% | +162.1% | -123.4% | +24.5% |
| All | +33.4% | +83.7% | -50.3% | +17.5% |
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 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