+29.6%
WELL vs EAT
+84.8%
-55.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | +0.1% | -7.1% | +7.2% | +0.3% |
| 30D | +6.8% | -2.3% | +9.1% | +6.9% |
| 3M | +6.7% | -19.6% | +26.4% | +7.1% |
| 6M | +13.8% | +46.0% | -32.2% | +14.8% |
| YTD | +33.8% | +37.7% | -3.8% | +34.3% |
| 1Y | +29.6% | +73.8% | -44.2% | +25.7% |
| All | +29.6% | +84.8% | -55.2% | +25.7% |
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