+322.7%
EAT vs WU
-51.1%
+373.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -2.5% |
| 7D | -4.9% | -0.8% | -4.1% | -4.6% |
| 30D | -1.2% | -1.1% | -0.1% | -1.0% |
| 3M | +52.2% | -1.8% | +54.1% | +49.8% |
| 6M | +65.0% | -23.9% | +89.0% | +80.7% |
| YTD | +55.0% | -20.4% | +75.4% | +65.9% |
| 1Y | +42.1% | -10.6% | +52.6% | +43.1% |
| 3Y | +614.7% | -27.7% | +642.5% | +671.5% |
| 5Y | +322.7% | -51.1% | +373.9% | +448.6% |
| All | +322.7% | -51.1% | +373.8% | +448.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling