+19,646.7%
WELL vs EAT
+9,855.7%
+9,791.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +1.3% |
| 7D | +3.0% | -5.9% | +9.0% | +4.3% |
| 30D | +10.2% | +0.7% | +9.6% | +9.6% |
| 3M | +6.1% | -14.2% | +20.4% | +8.8% |
| 6M | +16.6% | +40.7% | -24.1% | +6.8% |
| YTD | +35.3% | +36.0% | -0.6% | +23.3% |
| 1Y | +31.5% | +83.1% | -51.6% | +11.9% |
| 3Y | +206.5% | +474.8% | -268.3% | +91.0% |
| 5Y | +222.0% | +347.6% | -125.6% | +101.2% |
| 10Y | +473.8% | +321.5% | +152.3% | +209.8% |
| All | +19,646.7% | +9,855.7% | +9,791.1% | +6,642.7% |
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 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