+322.7%
EAT vs WCC
+229.6%
+93.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.5% | -5.8% | -4.3% |
| 7D | -4.9% | +8.5% | -13.4% | -7.9% |
| 30D | -1.2% | -1.0% | -0.2% | -1.1% |
| 3M | +52.2% | +2.1% | +50.1% | +49.0% |
| 6M | +65.0% | +36.8% | +28.2% | +42.6% |
| YTD | +55.0% | +47.7% | +7.3% | +29.5% |
| 1Y | +42.1% | +66.5% | -24.4% | +11.0% |
| 3Y | +614.7% | +134.2% | +480.6% | +343.5% |
| 5Y | +322.7% | +231.6% | +91.1% | +80.2% |
| All | +322.7% | +229.6% | +93.1% | +80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling