+2,100.9%
EAT vs WCC
+1,536.7%
+564.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -5.9% | -9.9% | +4.0% | -3.2% |
| 30D | +0.7% | -13.4% | +14.1% | +4.7% |
| 3M | -14.2% | -13.5% | -0.8% | -11.2% |
| 6M | +40.7% | -10.6% | +51.3% | +42.6% |
| YTD | +36.0% | +30.1% | +5.9% | +20.1% |
| 1Y | +83.1% | +22.3% | +60.7% | +64.6% |
| 3Y | +474.8% | +130.3% | +344.5% | +291.0% |
| 5Y | +347.6% | +144.5% | +203.1% | +189.1% |
| 10Y | +321.5% | +431.8% | -110.3% | +96.9% |
| All | +2,100.9% | +1,536.7% | +564.1% | +588.9% |
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