+110.8%
EAT vs WY
+0.3%
+110.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.6% | +0.6% | +5.0% |
| 7D | -0.1% | +13.3% | -13.5% | -2.7% |
| 30D | +13.5% | +17.6% | -4.1% | +9.7% |
| 3M | +1.0% | -15.0% | +16.0% | +3.8% |
| 6M | +57.3% | -5.9% | +63.2% | +58.0% |
| YTD | +53.6% | -5.7% | +59.3% | +56.9% |
| 1Y | +110.8% | -0.2% | +111.0% | +119.7% |
| All | +110.8% | +0.3% | +110.5% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling