+981.7%
EAT vs WU
-21.8%
+1,003.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.3% |
| 7D | -4.0% | -2.0% | -2.0% | -3.2% |
| 30D | -2.9% | +11.4% | -14.3% | -8.1% |
| 3M | -16.9% | -6.8% | -10.1% | -14.7% |
| 6M | +57.0% | -14.6% | +71.6% | +63.6% |
| YTD | +38.2% | -20.6% | +58.8% | +48.5% |
| 1Y | +69.3% | -15.4% | +84.6% | +75.8% |
| 3Y | +483.0% | -23.6% | +506.6% | +516.9% |
| 5Y | +364.1% | -43.4% | +407.5% | +460.5% |
| 10Y | +320.8% | -38.8% | +359.6% | +396.0% |
| All | +981.7% | -21.8% | +1,003.6% | +880.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling