+1.8%
WFC vs EAT
+89.0%
-87.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.9% | -2.8% | -0.2% |
| 7D | -1.3% | -8.9% | +7.7% | -0.6% |
| 30D | +3.6% | +3.4% | +0.2% | +3.4% |
| 3M | -1.3% | -9.3% | +8.0% | -0.8% |
| 6M | +18.0% | +43.8% | -25.8% | +14.1% |
| YTD | -5.9% | +39.9% | -45.7% | -7.4% |
| 1Y | +1.8% | +89.7% | -87.9% | +3.3% |
| All | +1.8% | +89.0% | -87.2% | +3.3% |
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 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