+1,359.3%
WDC vs EAT
+612.9%
+746.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +3.0% |
| 7D | +6.0% | -4.9% | +10.9% | +7.3% |
| 30D | +9.9% | -1.2% | +11.1% | +9.8% |
| 3M | -9.4% | +52.2% | -61.7% | -20.3% |
| 6M | +94.7% | +65.0% | +29.6% | +66.4% |
| YTD | +177.3% | +55.0% | +122.2% | +142.4% |
| 1Y | +412.4% | +42.1% | +370.4% | +357.5% |
| 3Y | +1,359.3% | +614.7% | +744.6% | +776.3% |
| All | +1,359.3% | +612.9% | +746.4% | +776.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling