+325.9%
EAT vs WCC
+453.1%
-127.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.3% | -0.5% | +1.1% |
| 7D | -8.9% | +3.3% | -12.3% | -11.0% |
| 30D | +3.4% | -9.4% | +12.8% | +7.0% |
| 3M | -9.3% | -10.5% | +1.2% | -6.4% |
| 6M | +43.8% | -10.4% | +54.2% | +45.7% |
| YTD | +39.9% | +34.4% | +5.4% | +11.6% |
| 1Y | +89.7% | +27.7% | +62.0% | +54.8% |
| 3Y | +491.3% | +137.9% | +353.3% | +195.4% |
| 5Y | +365.4% | +147.0% | +218.4% | +104.6% |
| 10Y | +325.9% | +442.5% | -116.6% | -39.3% |
| All | +325.9% | +453.1% | -127.2% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling