+42.3%
WELL vs EAT
+38.2%
+4.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -2.2% | -6.2% | +4.0% | -2.2% |
| 30D | +4.7% | -3.0% | +7.7% | +4.7% |
| 3M | +11.9% | +45.6% | -33.7% | +12.2% |
| 6M | +14.3% | +53.5% | -39.3% | +14.9% |
| YTD | +28.4% | +49.6% | -21.2% | +28.9% |
| 1Y | +42.3% | +38.9% | +3.4% | +47.0% |
| All | +42.3% | +38.2% | +4.1% | +47.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling