+381.4%
EAT vs WWD
+479.8%
-98.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -2.9% |
| 7D | -6.8% | +0.6% | -7.4% | -7.2% |
| 30D | -5.4% | -5.1% | -0.3% | -2.3% |
| 3M | +42.8% | -11.2% | +54.0% | +51.6% |
| 6M | +56.5% | -12.0% | +68.5% | +65.6% |
| YTD | +50.0% | +12.0% | +38.0% | +31.5% |
| 1Y | +38.3% | +42.8% | -4.5% | -0.1% |
| 3Y | +591.6% | +168.9% | +422.7% | +193.5% |
| 5Y | +312.6% | +192.2% | +120.4% | +57.8% |
| 10Y | +381.4% | +495.3% | -113.8% | +22.9% |
| All | +381.4% | +479.8% | -98.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling