+614.7%
EAT vs WCN
+19.6%
+595.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -3.1% |
| 7D | -4.9% | -0.4% | -4.5% | -4.8% |
| 30D | -1.2% | -2.1% | +0.9% | -0.7% |
| 3M | +52.2% | +6.4% | +45.9% | +49.3% |
| 6M | +65.0% | -3.7% | +68.7% | +66.8% |
| YTD | +55.0% | -6.4% | +61.4% | +58.1% |
| 1Y | +42.1% | -7.9% | +50.0% | +45.7% |
| 3Y | +614.7% | +20.8% | +593.9% | +541.9% |
| All | +614.7% | +19.6% | +595.1% | +541.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling