+3,978.4%
WEC vs EAT
+11,644.8%
-7,666.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | -1.3% | +1.9% | -3.2% | -1.5% |
| 3M | -3.9% | +68.7% | -72.6% | -7.6% |
| 6M | -8.3% | +66.9% | -75.2% | -12.1% |
| YTD | +3.1% | +60.4% | -57.3% | -1.0% |
| 1Y | +1.9% | +44.0% | -42.1% | -1.6% |
| 3Y | +41.9% | +604.7% | -562.8% | +19.7% |
| 5Y | +30.8% | +347.0% | -316.2% | +11.9% |
| 10Y | +141.9% | +390.8% | -248.8% | +93.2% |
| All | +3,978.4% | +11,644.8% | -7,666.4% | +2,070.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling