+328.7%
WM vs EAT
+375.0%
-46.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.2% |
| 7D | -0.5% | -3.9% | +3.5% | -0.2% |
| 30D | +13.3% | +5.0% | +8.3% | +12.8% |
| 3M | +4.4% | -9.6% | +14.0% | +4.8% |
| 6M | +10.8% | +46.8% | -35.9% | +7.8% |
| YTD | +9.1% | +41.8% | -32.7% | +6.0% |
| 1Y | +19.1% | +98.3% | -79.2% | +13.2% |
| 3Y | +45.7% | +503.1% | -457.4% | +26.6% |
| 5Y | +60.4% | +356.7% | -296.2% | +39.5% |
| 10Y | +328.7% | +349.8% | -21.1% | +263.3% |
| All | +328.7% | +375.0% | -46.3% | +263.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling