+10,726.6%
WAT vs EAT
+4,820.6%
+5,906.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | +2.3% | +1.9% | +0.5% | +1.8% |
| 3M | +8.7% | +68.7% | -59.9% | -0.7% |
| 6M | +28.3% | +66.9% | -38.6% | +16.8% |
| YTD | +7.8% | +60.4% | -52.6% | -1.5% |
| 1Y | +36.6% | +44.0% | -7.4% | +26.3% |
| 3Y | +45.7% | +604.7% | -559.0% | +0.8% |
| 5Y | -3.3% | +347.0% | -350.3% | -30.5% |
| 10Y | +162.1% | +390.8% | -228.7% | +63.9% |
| All | +10,726.6% | +4,820.6% | +5,906.0% | +4,058.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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