+605.0%
EAT vs WY
-23.0%
+628.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | -6.8% | -1.7% | -5.1% | -6.2% |
| 30D | -5.4% | -9.9% | +4.5% | -1.6% |
| 3M | +42.8% | -7.5% | +50.3% | +46.5% |
| 6M | +56.5% | -5.1% | +61.7% | +58.5% |
| YTD | +50.0% | -2.1% | +52.1% | +49.4% |
| 1Y | +38.3% | -7.3% | +45.6% | +41.0% |
| All | +605.0% | -23.0% | +628.0% | +695.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling