+84.5%
AAPL vs EAT
+585.9%
-501.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.8% | +3.6% |
| 7D | -0.5% | -6.2% | +5.7% | 0.0% |
| 30D | +7.1% | -3.0% | +10.1% | +7.2% |
| 3M | +12.1% | +45.6% | -33.5% | +7.8% |
| 6M | +25.4% | +53.5% | -28.1% | +19.5% |
| YTD | +20.5% | +49.6% | -29.1% | +15.0% |
| 1Y | +44.5% | +38.9% | +5.6% | +39.0% |
| All | +84.5% | +585.9% | -501.4% | +69.7% |
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