+614.7%
EAT vs WU
-27.2%
+641.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -2.8% |
| 7D | -4.9% | -0.8% | -4.1% | -4.7% |
| 30D | -1.2% | -1.1% | -0.1% | -1.1% |
| 3M | +52.2% | -1.8% | +54.1% | +50.5% |
| 6M | +65.0% | -23.9% | +89.0% | +76.3% |
| YTD | +55.0% | -20.4% | +75.4% | +63.1% |
| 1Y | +42.1% | -10.6% | +52.6% | +43.3% |
| 3Y | +614.7% | -27.7% | +642.5% | +643.8% |
| All | +614.7% | -27.2% | +641.9% | +643.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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