+148.4%
WEC vs EAT
+370.1%
-221.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.7% |
| 7D | +0.4% | -6.8% | +7.2% | +0.6% |
| 30D | +0.9% | -5.4% | +6.3% | +1.0% |
| 3M | -5.3% | +42.8% | -48.1% | -6.6% |
| 6M | -6.6% | +56.5% | -63.1% | -8.2% |
| YTD | +3.3% | +50.0% | -46.8% | +1.5% |
| 1Y | +2.1% | +38.3% | -36.2% | +0.5% |
| 3Y | +39.6% | +591.6% | -552.1% | +28.5% |
| 5Y | +31.2% | +312.6% | -281.5% | +21.8% |
| 10Y | +148.4% | +381.4% | -233.0% | +127.6% |
| All | +148.4% | +370.1% | -221.6% | +127.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling