+99.8%
WEC vs EQX
+226.7%
-126.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.1% | +4.3% | -0.5% |
| 7D | -1.3% | -7.0% | +5.7% | -0.9% |
| 30D | -0.4% | +4.8% | -5.2% | -0.7% |
| 3M | -6.8% | +25.6% | -32.4% | -8.1% |
| 6M | -6.4% | -25.8% | +19.4% | -5.3% |
| YTD | +2.5% | -12.7% | +15.2% | +2.4% |
| 1Y | -0.4% | +14.1% | -14.5% | -2.2% |
| 3Y | +38.5% | +165.7% | -127.2% | +27.0% |
| 5Y | +31.7% | +81.2% | -49.5% | +20.0% |
| All | +99.8% | +226.7% | -126.9% | +83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling