+26,336.4%
WM vs EAT
+11,644.8%
+14,691.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -0.3% | 0.0% | -0.3% | -0.3% |
| 30D | -2.4% | +1.9% | -4.3% | -2.7% |
| 3M | +0.4% | +68.7% | -68.2% | -5.5% |
| 6M | -9.5% | +66.9% | -76.4% | -15.2% |
| YTD | +0.5% | +60.4% | -59.9% | -5.6% |
| 1Y | -1.1% | +44.0% | -45.1% | -6.3% |
| 3Y | +46.0% | +604.7% | -558.7% | +12.1% |
| 5Y | +51.8% | +347.0% | -295.2% | +19.2% |
| 10Y | +307.5% | +390.8% | -83.2% | +186.7% |
| All | +26,336.4% | +11,644.8% | +14,691.6% | +12,542.8% |
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