+365.4%
EAT vs WCN
+46.9%
+318.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.7% |
| 7D | -8.9% | +0.4% | -9.4% | -9.1% |
| 30D | +3.4% | +25.3% | -21.9% | -5.5% |
| 3M | -9.3% | +15.4% | -24.8% | -14.4% |
| 6M | +43.8% | +27.8% | +15.9% | +29.6% |
| YTD | +39.9% | +10.6% | +29.3% | +33.7% |
| 1Y | +89.7% | +15.8% | +73.9% | +77.4% |
| 3Y | +491.3% | +50.3% | +441.0% | +367.5% |
| 5Y | +365.4% | +46.9% | +318.5% | +253.1% |
| All | +365.4% | +46.9% | +318.5% | +253.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling