+69.3%
EAT vs WY
-3.6%
+72.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.1% |
| 7D | -4.0% | -0.8% | -3.2% | -3.8% |
| 30D | -2.9% | +10.1% | -13.0% | -5.0% |
| 3M | -16.9% | -15.4% | -1.5% | -13.8% |
| 6M | +57.0% | -8.3% | +65.3% | +58.9% |
| YTD | +38.2% | -9.8% | +48.0% | +42.1% |
| 1Y | +69.3% | -3.9% | +73.2% | +73.8% |
| All | +69.3% | -3.6% | +72.9% | +73.8% |
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