+61.9%
WM vs EQX
+24.7%
+37.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +3.2% | -10.5% | +13.7% | +3.5% |
| 30D | +13.0% | +0.2% | +12.8% | +12.9% |
| 3M | +9.2% | -7.9% | +17.2% | +9.3% |
| 6M | +13.6% | -28.6% | +42.3% | +14.7% |
| YTD | +12.4% | -26.3% | +38.7% | +12.9% |
| 1Y | +21.2% | -20.2% | +41.5% | +21.3% |
| 3Y | +48.7% | +131.1% | -82.4% | +39.4% |
| All | +61.9% | +24.7% | +37.1% | +54.4% |
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