+381.4%
EAT vs WCC
+506.2%
-124.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.5% |
| 7D | -6.8% | +6.8% | -13.6% | -10.1% |
| 30D | -5.4% | -3.0% | -2.4% | -4.3% |
| 3M | +42.8% | +0.2% | +42.5% | +39.5% |
| 6M | +56.5% | +33.2% | +23.4% | +29.6% |
| YTD | +50.0% | +45.8% | +4.2% | +17.5% |
| 1Y | +38.3% | +68.4% | -30.1% | -2.5% |
| 3Y | +591.6% | +131.1% | +460.5% | +262.2% |
| 5Y | +312.6% | +225.6% | +87.0% | +56.6% |
| 10Y | +381.4% | +534.2% | -152.7% | -28.3% |
| All | +381.4% | +506.2% | -124.8% | -28.3% |
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