+20.3%
WM vs EAT
+98.1%
-77.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -2.1% |
| 7D | +1.2% | -2.6% | +3.8% | +1.2% |
| 30D | +13.1% | +11.5% | +1.6% | +13.1% |
| 3M | +3.6% | -9.1% | +12.7% | +3.9% |
| 6M | +8.1% | +40.4% | -32.3% | +8.3% |
| YTD | +8.9% | +43.9% | -35.0% | +9.1% |
| 1Y | +20.3% | +101.9% | -81.6% | +22.1% |
| All | +20.3% | +98.1% | -77.8% | +22.1% |
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