+31.7%
WEC vs EAT
+326.5%
-294.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.4% | +1.2% |
| 7D | +0.8% | -4.9% | +5.7% | +0.9% |
| 30D | +0.3% | -1.2% | +1.5% | +0.3% |
| 3M | -2.9% | +52.2% | -55.2% | -4.2% |
| 6M | -5.9% | +65.0% | -71.0% | -7.5% |
| YTD | +4.1% | +55.0% | -50.9% | +2.5% |
| 1Y | +3.1% | +42.1% | -38.9% | +1.7% |
| 3Y | +40.8% | +614.7% | -573.9% | +29.2% |
| 5Y | +31.7% | +322.7% | -291.0% | +16.6% |
| All | +31.7% | +326.5% | -294.8% | +16.6% |
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