+326.4%
WM vs EAT
+328.6%
-2.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.6% |
| 7D | +1.2% | -5.9% | +7.1% | +1.5% |
| 30D | +13.7% | +0.7% | +13.0% | +13.5% |
| 3M | +5.2% | -14.2% | +19.5% | +5.9% |
| 6M | +11.2% | +40.7% | -29.5% | +8.4% |
| YTD | +9.4% | +36.0% | -26.6% | +6.6% |
| 1Y | +20.4% | +83.1% | -62.7% | +15.0% |
| 3Y | +44.7% | +474.8% | -430.1% | +26.1% |
| 5Y | +58.5% | +347.6% | -289.1% | +37.9% |
| 10Y | +326.4% | +321.5% | +4.8% | +260.6% |
| All | +326.4% | +328.6% | -2.2% | +260.6% |
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