+3,646.0%
ALL vs EAT
+2,771.3%
+874.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.9% | -1.6% | -3.9% |
| 7D | -1.9% | -2.6% | +0.7% | -1.5% |
| 30D | +13.8% | +11.5% | +2.3% | +11.2% |
| 3M | -7.0% | -9.1% | +2.1% | -6.0% |
| 6M | +18.0% | +40.4% | -22.4% | +9.0% |
| YTD | +24.2% | +43.9% | -19.7% | +12.9% |
| 1Y | +31.2% | +101.9% | -70.8% | +11.1% |
| 3Y | +107.5% | +489.9% | -382.3% | +35.0% |
| 5Y | +144.8% | +362.6% | -217.8% | +59.2% |
| 10Y | +375.8% | +385.7% | -9.9% | +157.5% |
| All | +3,646.0% | +2,771.3% | +874.6% | +990.2% |
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