+2,496.4%
EAT vs WCC
+1,713.7%
+782.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.9% | -3.3% | -0.8% |
| 7D | 0.0% | +4.5% | -4.5% | -1.6% |
| 30D | +1.9% | -5.8% | +7.7% | +3.8% |
| 3M | +68.7% | -3.7% | +72.3% | +68.7% |
| 6M | +66.9% | +23.1% | +43.8% | +52.6% |
| YTD | +60.4% | +44.2% | +16.3% | +38.5% |
| 1Y | +44.0% | +62.1% | -18.1% | +17.7% |
| 3Y | +604.7% | +121.1% | +483.6% | +391.1% |
| 5Y | +347.0% | +214.0% | +133.1% | +168.1% |
| 10Y | +390.8% | +472.8% | -82.0% | +125.2% |
| All | +2,496.4% | +1,713.7% | +782.6% | +694.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling