+179.5%
WM vs EQX
+243.0%
-63.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.1% | -1.2% |
| 7D | -0.3% | -1.4% | +1.1% | -0.3% |
| 30D | -2.4% | +24.4% | -26.7% | -3.1% |
| 3M | +0.4% | +11.6% | -11.2% | 0.0% |
| 6M | -9.5% | -25.0% | +15.5% | -8.6% |
| YTD | +0.5% | -8.4% | +8.9% | +0.4% |
| 1Y | -1.1% | +43.4% | -44.5% | -3.4% |
| 3Y | +46.0% | +162.0% | -116.0% | +36.9% |
| 5Y | +51.8% | +70.1% | -18.3% | +42.7% |
| All | +179.5% | +243.0% | -63.5% | +174.7% |
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