+271.8%
WPM vs EAT
+587.9%
-316.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.3% |
| 7D | +3.9% | -6.8% | +10.7% | +4.5% |
| 30D | +17.7% | -5.4% | +23.1% | +18.2% |
| 3M | +39.4% | +42.8% | -3.3% | +35.0% |
| 6M | +6.4% | +56.5% | -50.1% | +2.1% |
| YTD | +34.0% | +50.0% | -16.0% | +29.0% |
| 1Y | +50.5% | +38.3% | +12.2% | +45.8% |
| All | +271.8% | +587.9% | -316.1% | +176.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling