+312.6%
EAT vs WY
-20.4%
+333.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | -6.8% | -1.7% | -5.1% | -5.9% |
| 30D | -5.4% | -9.9% | +4.5% | +0.2% |
| 3M | +42.8% | -7.5% | +50.3% | +48.1% |
| 6M | +56.5% | -5.1% | +61.7% | +59.4% |
| YTD | +50.0% | -2.1% | +52.1% | +48.9% |
| 1Y | +38.3% | -7.3% | +45.6% | +41.5% |
| 3Y | +591.6% | -22.6% | +614.3% | +673.4% |
| 5Y | +312.6% | -19.8% | +332.4% | +342.2% |
| All | +312.6% | -20.4% | +333.0% | +342.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling