+18,665.9%
WELL vs EAT
+11,644.8%
+7,021.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.6% | -2.2% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.1% | +1.9% | -2.0% | -0.7% |
| 3M | +18.0% | +68.7% | -50.6% | +5.0% |
| 6M | +15.0% | +66.9% | -51.9% | +1.3% |
| YTD | +28.6% | +60.4% | -31.8% | +13.9% |
| 1Y | +42.9% | +44.0% | -1.1% | +28.5% |
| 3Y | +203.0% | +604.7% | -401.7% | +81.4% |
| 5Y | +206.9% | +347.0% | -140.1% | +92.8% |
| 10Y | +339.5% | +390.8% | -51.3% | +130.8% |
| All | +18,665.9% | +11,644.8% | +7,021.1% | +6,125.2% |
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 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