+5,013.3%
WPM vs EAT
+992.9%
+4,020.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.3% |
| 7D | -3.6% | -4.0% | +0.4% | -3.2% |
| 30D | +1.4% | -2.9% | +4.3% | +1.7% |
| 3M | -0.2% | -16.9% | +16.7% | +1.5% |
| 6M | -7.3% | +57.0% | -64.3% | -12.0% |
| YTD | +12.3% | +38.2% | -25.8% | +7.6% |
| 1Y | +24.9% | +69.3% | -44.4% | +17.1% |
| 3Y | +210.4% | +483.0% | -272.6% | +149.2% |
| 5Y | +210.4% | +364.1% | -153.8% | +148.6% |
| 10Y | +731.7% | +320.8% | +410.9% | +526.4% |
| All | +5,013.3% | +992.9% | +4,020.4% | +2,543.0% |
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