+11,556.1%
EAT vs WY
+688.1%
+10,868.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | 0.0% | -1.7% | +1.7% | +0.8% |
| 30D | +1.9% | -10.1% | +12.0% | +6.7% |
| 3M | +68.7% | -5.1% | +73.8% | +71.7% |
| 6M | +66.9% | -4.8% | +71.7% | +69.3% |
| YTD | +60.4% | -0.2% | +60.6% | +58.7% |
| 1Y | +44.0% | -6.6% | +50.6% | +46.2% |
| 3Y | +604.7% | -22.7% | +627.4% | +668.3% |
| 5Y | +347.0% | -22.2% | +369.2% | +388.2% |
| 10Y | +390.8% | +7.3% | +383.5% | +378.2% |
| All | +11,556.1% | +688.1% | +10,868.0% | +5,115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling