+38.3%
EAT vs WCC
+66.8%
-28.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.0% |
| 7D | -6.8% | +6.8% | -13.6% | -8.0% |
| 30D | -5.4% | -3.0% | -2.4% | -4.9% |
| 3M | +42.8% | +0.2% | +42.5% | +42.2% |
| 6M | +56.5% | +33.2% | +23.4% | +46.3% |
| YTD | +50.0% | +45.8% | +4.2% | +44.1% |
| 1Y | +38.3% | +68.4% | -30.1% | +34.4% |
| All | +38.3% | +66.8% | -28.6% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling