+193.2%
WEC vs EAT
+333.9%
-140.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | +0.3% |
| 7D | -0.5% | -8.9% | +8.4% | -0.2% |
| 30D | +12.0% | +3.4% | +8.6% | +11.8% |
| 3M | +11.1% | -9.3% | +20.4% | +11.3% |
| 6M | +6.0% | +43.8% | -37.8% | +4.4% |
| YTD | +14.3% | +39.9% | -25.6% | +12.5% |
| 1Y | +8.0% | +89.7% | -81.7% | +5.1% |
| 3Y | +62.8% | +491.3% | -428.4% | +50.5% |
| 5Y | +55.3% | +365.4% | -310.1% | +43.4% |
| 10Y | +193.2% | +325.9% | -132.7% | +171.2% |
| All | +193.2% | +333.9% | -140.7% | +171.2% |
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