+3.6%
WBD vs EAT
+313.1%
-309.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.3% |
| 7D | -0.7% | -7.7% | +7.0% | +1.5% |
| 30D | +1.4% | -13.6% | +15.0% | +5.5% |
| 3M | +4.4% | +33.9% | -29.5% | -5.1% |
| 6M | +0.8% | +47.2% | -46.4% | -12.3% |
| YTD | -2.7% | +48.1% | -50.8% | -16.3% |
| 1Y | +73.4% | +33.7% | +39.7% | +52.5% |
| 3Y | +142.1% | +595.8% | -453.6% | +8.8% |
| All | +3.6% | +313.1% | -309.5% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling