+652.8%
EQWL price history and return analytics
+364.8%
+288.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.1% |
| 7D | -2.7% | -2.0% | -0.7% | -1.1% |
| 30D | -2.1% | -1.4% | -0.7% | -1.0% |
| 3M | +5.5% | +4.7% | +0.8% | +1.6% |
| 6M | +11.3% | +11.4% | -0.1% | +1.9% |
| YTD | +12.3% | +13.1% | -0.7% | +1.6% |
| 1Y | +18.4% | +19.0% | -0.7% | +2.7% |
| 3Y | +70.3% | +73.9% | -3.7% | +9.4% |
| 5Y | +75.6% | +65.4% | +10.2% | +17.2% |
| 10Y | +287.2% | +225.4% | +61.8% | +56.3% |
| All | +652.8% | +364.8% | +288.0% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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