+992.6%
WDC vs EAT
+326.5%
+666.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +3.2% |
| 7D | +6.0% | -4.9% | +10.9% | +7.6% |
| 30D | +9.9% | -1.2% | +11.1% | +9.8% |
| 3M | -9.4% | +52.2% | -61.6% | -22.1% |
| 6M | +94.7% | +65.0% | +29.7% | +61.7% |
| YTD | +177.4% | +55.0% | +122.3% | +136.1% |
| 1Y | +412.6% | +42.1% | +370.5% | +343.9% |
| 3Y | +1,359.8% | +614.7% | +745.1% | +577.6% |
| 5Y | +992.6% | +322.7% | +669.8% | +453.0% |
| All | +992.6% | +326.5% | +666.1% | +453.0% |
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