+52.0%
WEC vs EAT
+342.4%
-290.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | 0.0% |
| 7D | +1.4% | -5.9% | +7.3% | +1.6% |
| 30D | +12.8% | +0.7% | +12.1% | +12.7% |
| 3M | +11.2% | -14.2% | +25.5% | +11.6% |
| 6M | +6.6% | +40.7% | -34.1% | +5.2% |
| YTD | +13.8% | +36.0% | -22.1% | +12.3% |
| 1Y | +7.6% | +83.1% | -75.4% | +4.9% |
| 3Y | +62.2% | +474.8% | -412.6% | +48.1% |
| 5Y | +52.0% | +347.6% | -295.6% | +41.2% |
| All | +52.0% | +342.4% | -290.5% | +41.2% |
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 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