+8,268.6%
WFC vs EAT
+9,855.7%
-1,587.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +1.4% |
| 7D | +0.9% | -5.9% | +6.8% | +2.5% |
| 30D | +3.3% | +0.7% | +2.6% | +2.6% |
| 3M | -1.4% | -14.2% | +12.8% | +1.6% |
| 6M | +14.7% | +40.7% | -26.0% | +2.4% |
| YTD | -5.9% | +36.0% | -41.9% | -16.3% |
| 1Y | +1.8% | +83.1% | -81.2% | -17.0% |
| 3Y | +124.9% | +474.8% | -349.9% | +26.6% |
| 5Y | +92.7% | +347.6% | -254.8% | +9.4% |
| 10Y | +118.2% | +321.5% | -203.3% | +4.7% |
| All | +8,268.6% | +9,855.7% | -1,587.0% | +1,391.9% |
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