+5,928.6%
WPM vs EAT
+1,168.6%
+4,760.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.6% | -1.1% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | +26.4% | +1.9% | +24.5% | +26.0% |
| 3M | +20.8% | +68.7% | -47.8% | +14.1% |
| 6M | +1.1% | +66.9% | -65.8% | -4.7% |
| YTD | +32.5% | +60.4% | -28.0% | +25.2% |
| 1Y | +51.5% | +44.0% | +7.5% | +44.4% |
| 3Y | +267.0% | +604.7% | -337.7% | +189.1% |
| 5Y | +250.1% | +347.0% | -96.9% | +181.5% |
| 10Y | +540.4% | +390.8% | +149.6% | +374.4% |
| All | +5,928.6% | +1,168.6% | +4,760.0% | +2,973.8% |
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