+565.7%
AMZN vs EAT
+374.9%
+190.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +3.0% | +2.1% |
| 7D | -0.7% | -7.7% | +7.0% | +0.5% |
| 30D | -3.9% | -13.6% | +9.7% | -2.0% |
| 3M | +6.3% | +33.9% | -27.5% | +1.6% |
| 6M | +20.8% | +47.2% | -26.5% | +13.1% |
| YTD | +11.2% | +48.1% | -36.8% | +3.7% |
| 1Y | +11.7% | +33.7% | -22.0% | +5.2% |
| 3Y | +79.4% | +595.8% | -516.3% | +31.3% |
| 5Y | +48.0% | +314.4% | -266.3% | +11.6% |
| All | +565.7% | +374.9% | +190.7% | +381.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling