+211.0%
WELL vs EAT
+326.5%
-115.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.8% | +0.8% |
| 7D | -1.3% | -4.9% | +3.6% | -0.9% |
| 30D | +0.5% | -1.2% | +1.7% | +0.5% |
| 3M | +19.1% | +52.2% | -33.2% | +14.2% |
| 6M | +17.0% | +65.0% | -48.1% | +10.8% |
| YTD | +29.2% | +55.0% | -25.8% | +22.9% |
| 1Y | +42.1% | +42.1% | +0.1% | +36.2% |
| 3Y | +204.5% | +614.7% | -410.2% | +127.1% |
| 5Y | +211.0% | +322.7% | -111.8% | +139.3% |
| All | +211.0% | +326.5% | -115.5% | +139.3% |
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